Connect Flowlu and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
Automatically do this!
Create Candidate
Update Candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create Job
Update Organization
Update Job
Ready to use Flowlu and ATZ CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggers when a new task is created.
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.
Do thisActions
Action is the task that follows automatically within your Flowlu integrations.
Get all Tasks
Get all existing tasks
List all Users
List all existing users.
List all Product Items
List all product items.
List Products
List all an existing products.
List Commitments
List all an existing commitments.
List Invoice Items
List all an existing invoice items.
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Frequently Asked Questions
To start, connect both your Flowlu and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flowlu triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Flowlu 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 Flowlu 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 Flowlu 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 Flowlu
Flowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
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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