Connect crm-people and Rocket.Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for crm-people
Choose an Action
Automatically do this!
- Request a new Action for Rocket.Chat
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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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Frequently Asked Questions
To start, connect both your crm-people and Rocket.Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in crm-people triggers actions in Rocket.Chat (or vice versa).
Absolutely. You can customize how crm-people data is recorded in Rocket.Chat. This includes choosing which data fields go into which fields of Rocket.Chat, setting up custom formats, and filtering out unwanted information.
The data sync between crm-people and Rocket.Chat 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 crm-people and Rocket.Chat. 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 Rocket.Chat
Rocket.Chat is an Open Source team communication platform: features from team chat to helpdesk live-chat, video conferencing and many more.
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