Connect Expiration Reminder and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Expiration Reminder
Choose an Action
Automatically do this!
- Request a new Action for ATZ CRM
Ready to use Expiration Reminder and ATZ CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added
Occurs when a new contact is added to ATZ CRM and provides the contact details.
New Candidate Added
Creates a new candidate record in ATZ CRM when a candidate is added, capturing their basic profile for tracking and follow-up.
Candidate Updated
Triggers when a candidate's record is updated in ATZ CRM and returns the updated candidate details.
Candidate Deleted
Notifies when a candidate record is deleted from the CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Contact Updated
Triggers when a contact's information is updated in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Expiration Reminder integrations.
Create Contact
Adds a new contact to your account.
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Frequently Asked Questions
To start, connect both your Expiration Reminder and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Expiration Reminder triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Expiration Reminder data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Expiration Reminder and ATZ 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 Expiration Reminder and ATZ 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 Expiration Reminder
Automatically track and manage expiration dates for various items such as contracts, licenses, insurances, and more to ensure timely renewals and compliance.
Learn MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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