Connect Didit and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Didit
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Enable Integrations or automations with these events of Didit and Sanchay Crm
Enable Integrations or automations with these events of Didit and Sanchay 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
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
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Frequently Asked Questions
To start, connect both your Didit and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Didit triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Didit data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Didit and Sanchay 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 Sanchay 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.
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