Connect Flutterwave and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transfer
New Subscription
Cancel Subscription
New Transactions
Choose an Action
Automatically do this!
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Search List by Name
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Search Notes
List All Companies
List All Deals
List All Pipelines
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Create Contact
Find Company
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Ready to use Flutterwave and CRM.io automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transfer
Triggers when a new transfer is added.
New Subscription
Retrieve subscriptions created since the last scheduled check.
Cancel Subscription
Retrieve subscriptions that were cancelled within the recent time window.
New Transactions
Triggers when a new transaction is added.
Do thisActions
Action is the task that follows automatically within your Flutterwave integrations.
Create Transfer
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create Payment Plan
Create a recurring payment plan that charges customers a fixed amount at a chosen interval, optionally for a specified duration.
Find Transfer
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find Transaction
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
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Frequently Asked Questions
To start, connect both your Flutterwave and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Flutterwave data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Flutterwave and CRM.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 Flutterwave and CRM.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 Flutterwave
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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