Connect Fingertip and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Cancelled
Booking Created
Booking Rescheduled
New Site Contact
New Order
New Form Response
Choose an Action
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
Ready to use Fingertip and noCRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Cancelled
Triggers when a booking is cancelled.
Booking Created
Triggers when a new booking is created.
Booking Rescheduled
Triggers when a booking is rescheduled.
New Site Contact
Triggers when a new site contact is created.
New Order
Triggers when an order is created.
New Form Response
Triggers when a new form response is created.
Do thisActions
Action is the task that follows automatically within your Fingertip integrations.
Create Site Contact
Create a site contact in Fingertip.
Create Site
Create a new site with ready-to-use pages, themes, and blocks.
Create Page
Creates a new page within a site with the provided content.
Create Site Invitation
Create a new invitation for a user to join your site.
List Client Folders
Return the list of client folders
Assign lead
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
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Frequently Asked Questions
To start, connect both your Fingertip and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Fingertip triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Fingertip 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 Fingertip 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 Fingertip 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.
About Fingertip
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
Learn MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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