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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new user task created.
Triggers when a existing task is updated.
Triggers when a task is deleted from the user's Habitica account.
Triggers when a task is scored.
Triggers when a chat message is received in the selected party group.
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

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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 Habitica accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Habitica (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Habitica. This includes choosing which data fields go into which fields of Habitica, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Habitica 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 Habitica. 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 MoreHabitica is a unique productivity app that turns your daily tasks and goals into a role-playing game. By gamifying your to-do list, Habitica helps you stay motivated and organized, rewarding you with experience points and in-game rewards as you complete tasks. It's an engaging way to build habits and achieve personal and professional goals.
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