Connect Axonaut and Custom Views to Build Intelligent Automations
Enable Integrations or automations with these events of Axonaut and Custom Views
Enable Integrations or automations with these events of Axonaut and Custom Views
Triggers
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
Actions
Create Company
Create a company in Axonaut via API
Create Quotation
Create a Quotation
Create Event
Create an Event
Create Task
Create Task
Create Product
Creates a product.
Create Employee
This action creates a new employee.
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Frequently Asked Questions
To start, connect both your Axonaut and Custom Views accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in Custom Views (or vice versa).
Absolutely. You can customize how Axonaut data is recorded in Custom Views. This includes choosing which data fields go into which fields of Custom Views, setting up custom formats, and filtering out unwanted information.
The data sync between Axonaut and Custom Views typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Axonaut and Custom Views. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
Learn MoreAbout Custom Views
Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.
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