
When this happens...

Automatically do this!
Create Contact
Create FuseDesk Case
Update Contact
Update FuseDesk Case
Find a Contact
List Case
List Unassigned Emails
List Trashed Emails
List All Reps
List Case Tags
List Active Departments
List Departments
List Archived Departments
List Webhooks
List Chats
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is updated in FuseDesk
Triggers when a contact is created in FuseDesk
Triggers when a new FuseDesk case is created.
Triggers when a new FuseDesk case is updated.
Triggers when a FuseDesk case has been resolved and marked as Closed
Triggers when a Department is Added.
Action is the task that follows automatically within your CRM.io integrations.
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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 FuseDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in FuseDesk (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in FuseDesk. This includes choosing which data fields go into which fields of FuseDesk, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and FuseDesk 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 FuseDesk. 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 MoreFuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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