
When this happens...

Automatically do this!
Add Lead
Add Contract
Add Customer
Add Estimate
Add Project
Add Proposal
Add Task
Add Ticket
Add Timesheet
Find or Create Customer
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal 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
Creates a new lead
Creates a new contract

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To start, connect both your Basin and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Basin triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how Basin data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Basin and Webtiger 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 Webtiger. 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 MoreWebtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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