Connect Cobot and webCRM
Integrate Cobot with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Memberships in Cobot when New Activity Is Created in webCRM
List booking categories for a space in Cobot when New Activity Is Created in webCRM
List upcoming bookings for member in Cobot when New Activity Is Created in webCRM
List recent bookings for member from Cobot when New Activity Is Created in webCRM
List remaining booking credits for a member in Cobot when New Activity Is Created in webCRM
Popular Cobot + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Cobot
When this happens...
Booking Created
Booking Will Begin
Event Published
Invoice Created
External Booking Created
Membership Cancelled
Membership Confirmed
External Booking Approved
Drop in Pass Purchased
Update Booking
Booking Begin
Booking Ended
Delete Booking
Update Custom Field
Update Invoice
Wrote Off Invoice
Sent Invoice
Confirme Membership
Create Membership
delete Membership
Reactivated Membership
Choose an action
webCRM
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
Get Memberships in Cobot when New Activity Is Created in webCRM
Use this flowList booking categories for a space in Cobot when New Activity Is Created in webCRM
Use this flowList upcoming bookings for member in Cobot when New Activity Is Created in webCRM
Use this flowList recent bookings for member from Cobot when New Activity Is Created in webCRM
Use this flowList remaining booking credits for a member in Cobot when New Activity Is Created in webCRM
Use this flowList check-ins for entire space in Cobot when New Activity Is Created in webCRM
Use this flowList invoices from Cobot when New Activity Is Created in webCRM
Use this flowList Open Invoices from Cobot when New Activity Is Created in webCRM
Use this flowGet a questionnaire from Cobot when New Activity Is Created in webCRM
Use this flowList answers for a member from Cobot when New Activity Is Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Cobot and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Triggers when a booking is made.
Booking Will Begin
Triggers when a booking is about to begin.
Event Published
Triggers when an admin publishes an event.
Invoice Created
Triggers when an invoice is created.
External Booking Created
Triggers when an external booking is created.
Membership Cancelled
Triggers when a membership is cancelled.
Do thisActions
Action is the task that follows automatically within your Cobot integrations.
Get Memberships
Listthe current members of a space.
List booking categories for a space
List all booking calendar resources categories of a space.
List upcoming bookings for member
Get a list of upcoming bookings for a member.
List recent bookings for member
Get a list of not yet invoiced bookings for a member.
List remaining booking credits for a member
List the number of remaining booking credits for a member.
List check-ins for entire space
List check-ins for entire space.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Cobot
Cobot is a comprehensive management tool designed for coworking spaces. It helps streamline operations, manage memberships, and enhance community engagement.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cobot and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cobot and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where Cobot triggers actions in webCRM, and a separate workflow where webCRM triggers actions in Cobot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cobot and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cobot and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
