
When this happens...

Automatically do this!
Create Client
Create Project
Create Task
Create Team
Update Team
Delete Task
Update Client
Add Task Comment
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when an existing task is updated in Runrun.
Triggers when a new project is created in Runrun.
Triggers when a new comment is added to a task in Runrun.
Triggers when new task created.
Triggers when task destroy.
Triggers when new client created.
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 Runrun.it accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Runrun.it (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Runrun.it. This includes choosing which data fields go into which fields of Runrun.it, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Runrun.it 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 Runrun.it. 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 MoreRunrun is a comprehensive project management and time tracking tool designed to help teams streamline their workflows, manage tasks efficiently, and track time spent on various projects. It offers features like task assignment, progress tracking, and detailed reporting to enhance productivity and collaboration.
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