
When this happens...
New Call Is Added

Automatically do this!
Create Activity
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
Update Activity
Create Delivery
Update Delivery
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new call is added
Runs when new activity is created
Runs when a new delivery is created.
Runs when new document is created
Runs when new opportunity is created.
Triggers when a new organization is created.
Action is the task that follows automatically within your BuildBetter integrations.
Get call details by Call ID.
Get the names and emails of people who attended a specific call.
Get full AI-generated summaries for a specific call.
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
Retrieves the list of all activities
Retrieves the list of all campaigns

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To start, connect both your BuildBetter and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BuildBetter triggers actions in webCRM (or vice versa).
Absolutely. You can customize how BuildBetter 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 BuildBetter 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 BuildBetter 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.
BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.
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