Connect Giddh and Evolved Metrics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Giddh
Choose an Action
Automatically do this!
- Request a new Action for Evolved Metrics CRM
Enable Integrations or automations with these events of Giddh and Evolved Metrics CRM
Enable Integrations or automations with these events of Giddh and Evolved Metrics CRM
Actions
Create Invoice
Generates a new invoice in Giddh.
Create Customer
Creates a Customer or Account.
Create Address
Create Address in Your Account
Find Company
Find a Company using uniqueId.
Create Group
Creates a Group
Delete Group
Delete a Group.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Giddh and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Giddh triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Giddh data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Giddh and Evolved Metrics 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 Giddh and Evolved Metrics 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 Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
Learn MoreAbout Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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