Connect CRM.io and Zenventory 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 New Item
Create a Customer Order
Create a Purchase Order
Update a Customer Order
Update a Purchase Order
Update an Item
Get a Item Details
Get a Customer Order
Get a Purchase Order
Generate CSV Export (Inventory) as CSV String
Generate CSV Export(Customer Orders) as CSV String
Ready to use CRM.io and Zenventory automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Order
Triggers when a new customer order is created.
New Item Created
Triggers when a new item is created.
New Purchase Order
Triggers when a new purchase order is created.
Customer Order Updated
Triggers when a customer order is updated.
New Transfer Order
Triggers when a new transfer order is created.
Item Updated
Triggers when an item is updated.
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 Zenventory accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Zenventory (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Zenventory. This includes choosing which data fields go into which fields of Zenventory, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Zenventory 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 Zenventory. 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 Zenventory
Zenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
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