
When this happens...

Automatically do this!
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an activity is created.
Triggers when a new delivery is created.
Tiggers when a new document is created .
Triggers when a new opportunity is created.
Triggers when a new organization is created.
Triggers when a new person is created .
Action is the task that follows automatically within your Basin integrations.
Creates new project.
Creates a new form
Updates existing forms.
Updates submissions
Retrieves the list of all activities
Retrieves the list of all campaigns

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Basin and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Basin triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Basin data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Basin and webCRM 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 Basin and webCRM. 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.
Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.
Learn More