
When this happens...

Automatically do this!
Get Account User
List Events
List Scheduling Links
List Time Zones
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new event is created
Trigger when an event is canceled
Trigger when an event is rescheduled.
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 Savvycal accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Savvycal (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Savvycal. This includes choosing which data fields go into which fields of Savvycal, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Savvycal 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 Savvycal. 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 MoreSavvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
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