Enable Integrations or automations with these events of CRM.io and Arthur Online
Retrieves the detail of all lists
Retrieves the detail of lists by name
Retrieves the detail of all tags
Retrieve notes for a contact by email.
Retrieves the detail of all companies
Retrieves the detail of all deals
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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 CRM.io and Arthur Online accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Arthur Online (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Arthur Online. This includes choosing which data fields go into which fields of Arthur Online, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Arthur Online 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.io and Arthur Online. 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.
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreArthur Online is a property management solution like no other. It brings together in one place property managers, tenants, contractors, agents and owners. Available on your phone, tablet, and computer, Arthur Online is accessible anywhere at any time giving you freedom and flexibility in how you manage your properties.
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