Connect Flow and Raynet CRM to Build Intelligent Automations

Choose a Trigger

Flow

When this happens...

Choose an Action

Raynet CRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

Request a new Trigger for Flow

Do thisActions

Action is the task that follows automatically within your Flow integrations.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

List  workspaces

List workspaces

get a workspaces in flow.

List memberships

List memberships

get a memberships in flow.

Modifying Call

Modifying Call

Modifying call data

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Frequently Asked Questions

How do I start an integration between Flow and Raynet CRM?

To start, connect both your Flow and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in Raynet CRM (or vice versa).

Can we customize how data from Flow is recorded in Raynet CRM?

Absolutely. You can customize how Flow 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.

How often does the data sync between Flow and Raynet CRM?

The data sync between Flow and Raynet CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Flow to Raynet CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flow and Raynet CRM?

Yes, you can set conditional logic to control the flow of data between Flow 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.

Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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Raynet CRM

About 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.

Learn More