Connect CRM.io and Cobot
Integrate CRM.io with Cobot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular CRM.io + Cobot flows
Start from a real workflow other teams are already running.
Choose a trigger
CRM.io
When this happens...
- Request a new Trigger for CRM.io
Choose an action
Cobot
Automatically do this!
Get Memberships
List booking categories for a space
List upcoming bookings for member
List recent bookings for member
List remaining booking credits for a member
List check-ins for entire space
List invoices
List Open Invoices
Get a questionnaire
List answers for a member
List members
List payment methods
List plans
List Resources
List All lists from CRM.io when Booking Created in Cobot
Use this flowSearch List by Name in CRM.io when Booking Created in Cobot
Use this flowList All Tags from CRM.io when Booking Created in Cobot
Use this flowSearch Notes in CRM.io when Booking Created in Cobot
Use this flowList All Companies from CRM.io when Booking Created in Cobot
Use this flowList All Deals from CRM.io when Booking Created in Cobot
Use this flowList All Pipelines from CRM.io when Booking Created in Cobot
Use this flowList All Products from CRM.io when Booking Created in Cobot
Use this flowList All Sources from CRM.io when Booking Created in Cobot
Use this flowList All Users from CRM.io when Booking Created in Cobot
Use this flowSupported Triggers & Actions
Everything you can automate between CRM.io and Cobot.
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 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
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 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 moreSimilar apps
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 CRM.io and Cobot 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 CRM.io and Cobot 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 Cobot. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in Cobot, and a separate workflow where Cobot triggers actions in CRM.io. 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 CRM.io and Cobot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and Cobot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
