
When this happens...
New Student
New Professor
New Group
New Course
New Admin

Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new student is created.
Triggers when you want to get all professors from the API.
Triggers when a new group is created.
Triggers when a user needs to get all courses from the API.
Triggers when you want to get all Admins in your school from the API.
Triggers when a new lead is created
Action is the task that follows automatically within your Edusign integrations.
Create a new classroom.
Create a new course.
Creates a Group
Creates a Professor
Creates a Student
Updates a Student.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Edusign and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Edusign triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Edusign data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Edusign and noCRM.io 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 Edusign and noCRM.io. 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.
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