Connect Didit and OnePage CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Didit and OnePage CRM
Enable Integrations or automations with these events of Didit and OnePage CRM
Actions
Create Verification Session
Create a verification session to verify a person or document and receive a completion callback.
Retrieve Verification Session
Get verification decision for a session
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
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Frequently Asked Questions
To start, connect both your Didit and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Didit triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Didit data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Didit and OnePage CRM 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 Didit and OnePage CRM. 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 Didit
Didit is a comprehensive platform designed to enhance productivity and streamline task management. It offers tools for organizing tasks, setting priorities, and tracking progress, making it ideal for individuals and teams looking to boost efficiency.
Learn MoreAbout OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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