
When this happens...

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Create Record
Update Record
Delete Record
Create Comment
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new record created.
Trigger when new comment is created.
Trigger when new call logs created.
Trigger when record updated.
Action is the task that follows automatically within your Folderit integrations.
Create a new account.
Update the details of an existing account.
Delete a specific account.
Create a new group under the account.
Update the name of a group under the account.
Delete a group from the account.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Folderit and NetHunt CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Folderit triggers actions in NetHunt CRM (or vice versa).
Absolutely. You can customize how Folderit data is recorded in NetHunt CRM. This includes choosing which data fields go into which fields of NetHunt CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Folderit and NetHunt 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 Folderit and NetHunt 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.
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn MoreNetHunt CRM is a customer relationship management system for Gmail and Google Apps.
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