Enable Integrations or automations with these events of Chatrace and highrise
Create's a custom fields
Create a contact.
Retrieve a contact detail's by id.
create a tag.
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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 Chatrace and highrise accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatrace triggers actions in highrise (or vice versa).
Absolutely. You can customize how Chatrace data is recorded in highrise. This includes choosing which data fields go into which fields of highrise, setting up custom formats, and filtering out unwanted information.
The data sync between Chatrace and highrise 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 Chatrace and highrise. 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.
Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.
Learn MoreHighrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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