
When this happens...
New Contact
New Account
New Deal
New Task

Automatically do this!
Get All Projects
Get a Section
Get All Companies
Get All Invoices
Get a Contact
Get All Contacts
Get All Bills
Create Contact
Create Project
Create a Task
Update Project
Delete a Task
Get All Tasks
Stop Timer
Create Invoice
Create Estimate / Quote
Create Bill
Create company
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Triggers when a new Invoice is sent.
Triggers when a new contact Company is created.
Action is the task that follows automatically within your Freshsales Classic integrations.
Find an existing account by name or id.
Find an existing contact by email or id.
Create a new account.
Create a new contact.
Updates an existing account.
Updates an existing contact.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Freshsales Classic and Avaza accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Avaza (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Avaza. This includes choosing which data fields go into which fields of Avaza, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Avaza 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 Freshsales Classic and Avaza. 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.
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn More- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
Learn More