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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new visitor is added.
runs when visitor checks in
Set a visitor's status to 'served' in Qminder to update the queue and record service completion.
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.

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

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 Qminder accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Qminder (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Qminder. This includes choosing which data fields go into which fields of Qminder, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Qminder 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 Qminder. 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 MoreQminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
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