Connect CRM.io and Shipday to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Insert Order
Search Order
Delete Order
Add Carrier
Delete Carrier
Edit Order
Assign Order To Driver
Enable Integrations or automations with these events of CRM.io and Shipday
Enable Integrations or automations with these events of CRM.io and Shipday
Actions
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
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Frequently Asked Questions
To start, connect both your CRM.io and Shipday accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Shipday (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Shipday. This includes choosing which data fields go into which fields of Shipday, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Shipday 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 Shipday. 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.
Learn MoreAbout Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
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