Connect confection and Radius CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for confection
Choose an Action
Automatically do this!
- Request a new Action for Radius CRM
Integrate confection with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
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- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your confection and Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in confection triggers actions in Radius CRM (or vice versa).
Absolutely. You can customize how confection data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.
The data sync between confection and Radius CRM 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 confection and Radius CRM. 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.
About confection
Confection collects, stores, and distributes data in a way that's unaffected by client-side disruptions involving cookies, cross-domain scripts, and device IDs. It's also compliant with global privacy laws so it’s good for people too.
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Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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