Connect CRM.io and viaSocket Table
Integrate CRM.io with viaSocket Table to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when When a column value changes in viaSocket Table
Search List by Name in CRM.io when When a column value changes in viaSocket Table
Search Notes in CRM.io when When a column value changes in viaSocket Table
List All Companies from CRM.io when When a column value changes in viaSocket Table
List All Deals from CRM.io when When a column value changes in viaSocket Table
Popular CRM.io + viaSocket Table flows
Start from a real workflow other teams are already running.
Choose a trigger
CRM.io
When this happens...
- Request a new Trigger for CRM.io
Choose an action
viaSocket Table
Automatically do this!
Add Rows To Table
Update Table Rows
Get Table Rows
List Table Columns
Upload Files to Record
List All lists from CRM.io when When a column value changes in viaSocket Table
Use this flowSearch List by Name in CRM.io when When a column value changes in viaSocket Table
Use this flowSearch Notes in CRM.io when When a column value changes in viaSocket Table
Use this flowList All Companies from CRM.io when When a column value changes in viaSocket Table
Use this flowList All Deals from CRM.io when When a column value changes in viaSocket Table
Use this flowList All Pipelines from CRM.io when When a column value changes in viaSocket Table
Use this flowList All Products from CRM.io when When a column value changes in viaSocket Table
Use this flowList All Sources from CRM.io when When a column value changes in viaSocket Table
Use this flowList All Users from CRM.io when When a column value changes in viaSocket Table
Use this flowCreate Contact in Crmio when When a column value changes in viaSocket Table
Use this flowSupported Triggers & Actions
Everything you can automate between CRM.io and viaSocket Table.
When this happensTriggers
A trigger is an event that starts a workflow.
When a column value changes
Runs the workflow automatically whenever any column value in the table is changed.
New Row Created
Runs when new row is created
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About viaSocket Table
viaSocket Table is an integrated data workspace for storing, organizing, and managing records that power automations and AI-driven workflows. It helps teams keep workflow data updated, accessible, and ready to use across connected apps and automation flows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CRM.io and viaSocket Table accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CRM.io and viaSocket Table as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach viaSocket Table. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in viaSocket Table, and a separate workflow where viaSocket Table triggers actions in CRM.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CRM.io and viaSocket Table. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and viaSocket Table integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
