CRM.io + Placker

Connect CRM.io and Placker to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for CRM.io

Choose an Action

Automatically do this!

Get Board Label
Search Card
Add Label to Card
Create Card
Remove Label From Card
Get Card Details

Ready to use CRM.io and Placker automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

Card Created

Triggers when card is created in a specipic board.

Card Status Changed

Triggers when card status is changed in a specipic board.

Card Archived

Triggers when card is archived in a specipic board.

Card Unarchived

Triggers when card is unarchived in a specipic board.

Card Removed

Triggers when card is removed in a specipic board.

Comment Added to Card

Triggers when comment is added to card in a specipic board.

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

We'll help you get started

Our team is all set to help you!

Know More About Crmio and Placker Integrations

How viaSocket Works | A Complete Guide

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

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between CRM.io and Placker?

To start, connect both your CRM.io and Placker accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Placker (or vice versa).

Can we customize how data from CRM.io is recorded in Placker?

Absolutely. You can customize how CRM.io data is recorded in Placker. This includes choosing which data fields go into which fields of Placker, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CRM.io and Placker?

The data sync between CRM.io and Placker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CRM.io to Placker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CRM.io and Placker?

Yes, you can set conditional logic to control the flow of data between CRM.io and Placker. 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.

CRM (Customer Relationship Management)Sales & CRM

Learn More

About Placker

Placker provides planning and tracking tools to save time, avoid mistakes and get work done.

Project Management

Learn More

Connect CRM.io and Placker to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use CRM.io and Placker automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Card Created

Card Status Changed

Card Archived

Card Unarchived

Card Removed

Comment Added to Card

Do thisActionsAction is the task that follows automatically within your CRM.io integrations.

List All lists

Search List by Name

List All Tags

Search Notes

List All Companies

List All Deals

We'll help you get started

Know More About Crmio and Placker Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About CRM.io

About Placker

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your CRM.io integrations.