
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated

Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a contact is created in the selected view
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Runs when an existing contact is updated.
Triggers when a new member is invited in startinfinity.
Triggers when a new attributes is created.
Action is the task that follows automatically within your Freshsales Suite integrations.
Update an existing account
Create a new deal.
Creates a new task in Freshsales Suite.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.

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To start, connect both your Freshsales Suite and Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Infinity (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Infinity 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 Suite and Infinity. 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 Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn MoreStartinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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