Connect Habitify and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Habit
New Areas
New Logs
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Habitify and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Habit
Triggers when new habit is created.
New Areas
Triggers when new area is created.
New Logs
Triggers when new logs is created.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Do thisActions
Action is the task that follows automatically within your Habitify integrations.
Update Habit Status
Update a habit’s status (Completed, Skipped, or None). If the habit has a goal, use Add Log to record progress instead of marking it Completed.
Add Note
Adds a text note, an image note, or both to a habit in Habitify, optionally at a specific date and time.
Add Log
Add a new record to a habit with the amount and date.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
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Frequently Asked Questions
To start, connect both your Habitify and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Habitify triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Habitify data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Habitify and Sanchay 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 Habitify and Sanchay 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 Habitify
Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.
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