
When this happens...
New Company
New Person
New Project
New Task
New Deal
Deal Updated
Task Updated
Project Updated
Person Updated
Company Updated
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created
Triggers when a new person is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new deal is created
Triggers when a deal is updated
Action is the task that follows automatically within your Centralstation CRM integrations.
Retrieves the details of all people
Retrieves the details of the person by email
Retrieves the details of all companies
Retrieves the details of all deals
Retrieves the details of all projects
Retrieves the details of all protocols

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 Centralstation CRM and Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in Centralstation CRM triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how Centralstation CRM data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between Centralstation CRM and Workzappy 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 Centralstation CRM and Workzappy. 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.
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
Learn MoreWorkzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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