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claimwizard

claimwizard

Microsoft Dynamics CRM

Microsoft Dynamics CRM

Enable Integrations or automations with these events of claimwizard and Microsoft Dynamics CRM

Enable Integrations or automations with these events of claimwizard and Microsoft Dynamics CRM

Triggers

claimwizard

New Account

Triggers when new account is created

claimwizard

New Contact

Triggers when new contact is created

claimwizard

New Case/Incident

Triggers when new case/incident created

claimwizard

New Invoice

Triggers when new invoice is created

claimwizard

New Lead

Triggers when new lead is created

claimwizard

New Opportunity

Triggers when new opportunity is craeted

Actions

claimwizard

Create Account

Creates a new account

claimwizard

Create Contact

Creates a new contact

claimwizard

Create Opportunity

Creates a new opportunity

claimwizard

Create Lead

Creates a new lead

claimwizard

Create Case/Incident

Creates a new case/incident

claimwizard

Create Order

Creates a new order

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
claimwizard

About claimwizard

ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.

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Microsoft Dynamics CRM

About Microsoft Dynamics CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn More