
When this happens...

Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthday Report
Get Invoices
Activate or Deactivate Client
Enable Integrations or automations with these events of Enrich CRM and Wodify
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
Get a list of clients and their basic profile details.
Retrieve memberships in pages; supports sorting and setting page number and page size.
Put a membership on hold for specific start and end dates.
Delete a client's membership by its membership ID.
Create a client membership from a template with a payment plan; optionally add attendance limits, expiration, discounts, locations, or programs.

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To start, connect both your Enrich CRM and Wodify accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Wodify (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in Wodify. This includes choosing which data fields go into which fields of Wodify, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and Wodify 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 Enrich CRM and Wodify. 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.
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
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