Connect CRM.io and Canny to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Comment on a post
Create a Post
Change Post Status
Create or Update User
Find Post
List All Boards
List All Categories
List All Entries
List All Comments
List All Companies
List All Opportunities
List All Posts
List All Tags
List All Users
List All Votes
Ready to use CRM.io and Canny automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created.
New Comment
Triggers when a new comment is added to a specific post.
New Vote
Triggers when a new vote is created
Post Status Change
Triggers when posts status is changed
Tag Added to Post
Triggers when tag is added to post
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Canny accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Canny (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Canny. This includes choosing which data fields go into which fields of Canny, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Canny 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 Canny. 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 CRM.io
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 MoreAbout Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
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