Connect Giddh and Unifyy CRM to Build Intelligent Automations

Choose a Trigger

Giddh

When this happens...

Choose an Action

Unifyy CRM

Automatically do this!

Enable Integrations or automations with these events of Giddh and Unifyy CRM

Enable Integrations or automations with these events of Giddh and Unifyy CRM

Actions

Create Invoice

Create Invoice

Generates a new invoice in Giddh.

Create Customer

Create Customer

Creates a Customer or Account.

Create Address

Create Address

Create Address in Your Account

Find Company

Find Company

Find a Company using uniqueId.

Create Group

Create Group

Creates a Group

Delete Group

Delete Group

Delete a Group.

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Frequently Asked Questions

How do I start an integration between Giddh and Unifyy CRM?

To start, connect both your Giddh and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Giddh triggers actions in Unifyy CRM (or vice versa).

Can we customize how data from Giddh is recorded in Unifyy CRM?

Absolutely. You can customize how Giddh data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Giddh and Unifyy CRM?

The data sync between Giddh and Unifyy CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Giddh to Unifyy CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Giddh and Unifyy CRM?

Yes, you can set conditional logic to control the flow of data between Giddh and Unifyy 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.

Giddh

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.

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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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