When this happens...
New Order
Gift Card Redeemed
Gift Card Updated
New Gift Card
New Item

Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new order is placed.
Trigger when a gift card is redeemed.
Triggers on any changes to a gift card, including redemptions.
Trigger when a new gift card is created.
Trigger when a new item is created.
Triggers when a record is updated , created or deleted
Action is the task that follows automatically within your GiftUp integrations.
Creates a order.
Will deduct the specified amount of remaining credit from a gift card.
Update the properties for a gift card.
Create a new item group.
Create a new item for sale.
Modifying call data

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To start, connect both your GiftUp and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GiftUp triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how GiftUp data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between GiftUp and Raynet 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 GiftUp and Raynet 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.
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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