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CRM.io
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Actions and Triggers
When this happensTriggers
New Company
Trigger when company
New Membership
Trigger when membership created.
New Invoice
Trigger when new invoice created.
New Subscriptions
Trigger when subscriptions created.
New Support Tickets
Trigger when new support tickets created.
New Visit
Trigger when visit created.
Do thisActions
Search Contact by Name
Retrieves the detail of contacts by name
Search Contact by Email
Retrieves the detail of contacts by email
Search Contact by Company Name
Retrieves the detail of contacts by company name
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
Know More About viaSocket Integrations
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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.
Frequently asked questions
- Is there a limit to the number of apps I can integrate through viaSocket?
- No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
- Can I automate complex multi-step workflows across thousands of apps with viaSocket?
- Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
- Can I monitor the performance of integrations and troubleshoot issues?
- Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
- How does viaSocket ensure the security of data exchanged between integrated apps?
- Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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 Spacebring
Spacebring is the fastest coworking space management software designed to streamline operations, save time, and increase customer loyalty. By automating booking, invoicing, and other admin tasks, Spacebring saves coworking operators 15–20 hours per week, and allows them to focus on what matters most—growing their business. The branded web portal and mobile app provide a nimble, seamless, and professional experience that keeps members engaged and satisfied.
Learn More