Connect CRM.io and viaSocket Table to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Create a row
Update a row
List all records
Delete Records
Find Records in Table
Get all Columns
Ready to use CRM.io and viaSocket Table automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New records created
Triggers when a new row is added
New records updated
Triggers when any record updated
Column Update Event
Triggers when a value is updated in a selected column.
New Row Created
Triggers when a new row is created in your Table.
Record Updated
Triggers when an existing record is updated in your Table.
Record Deleted
Triggers when an existing record is deleted in your Table.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
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 viaSocket Table accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in viaSocket Table (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in viaSocket Table. This includes choosing which data fields go into which fields of viaSocket Table, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and viaSocket Table 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 viaSocket Table. 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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