Connect Flodesk and Raynet CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
A new subscriber created
A new subscriber added to specific segment
Subscriber Unsubscribed
Choose an Action
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
Ready to use Flodesk and Raynet CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
A new subscriber created
Triggers when a new subscriber is created.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger Record
Triggers when a record is updated , created or deleted
Do thisActions
Action is the task that follows automatically within your Flodesk integrations.
Remove the subscriber from segments
Remove subscriber from a specific segments.
Add the subscriber to segments
Add an subscriber to the specific segments.
Find a subscriber
Find a subscriber by its email address or id.
Unsubscribe Subscriber
Unsubscribe a subscriber.
Create/Update Subscriber
Creates a new subscriber or updates an existing one.
List all subscribers
Retrieve all the details of subscribers.
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Frequently Asked Questions
To start, connect both your Flodesk and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flodesk triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Flodesk data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Flodesk and Raynet 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 Flodesk and Raynet 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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn MoreAbout Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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