Integrations Hana IXACT Contact CRM
Hana + IXACT Contact CRM

Connect Hana and IXACT Contact CRM to Build Intelligent Automations

Choose a Trigger

Hana

When this happens...

Choose an Action

IXACT Contact CRM

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Enable Integrations or automations with these events of Hana and IXACT Contact CRM

Enable Integrations or automations with these events of Hana and IXACT Contact CRM

Triggers

New Report Group

New Report Group

Triggers when a new Report Group is created.

New Report Group Message

New Report Group Message

Triggers when a new Report Group Message is added to a particular group.

New Integration Group Space

New Integration Group Space

Triggers when Hana is added to a new group space in Chat.

Request a new Trigger for Hana

Actions

Create Google Chat Message

Create Google Chat Message

Hana will create a Google Chat message in the specified space

Create Report Group Message

Create Report Group Message

Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.

Generate Completion

Generate Completion

Allows you to generate a completion/reply from Hana based on some input prompt and other parameters. She will automatically consider her memories and other system context to answer your query

Get Chat Completion Status

Get Chat Completion Status

Get chat completion status for a previously requested chat completion.

Search for Report Group Messages in a Group

Search for Report Group Messages in a Group

Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.

Search for Spaces Hana Is Added In

Search for Spaces Hana Is Added In

Search for spaces that Hana is added in Google Chat. Max limit - 100 records.

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Frequently Asked Questions

How do I start an integration between Hana and IXACT Contact CRM?

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

Can we customize how data from Hana is recorded in IXACT Contact CRM?

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

How often does the data sync between Hana and IXACT Contact CRM?

The data sync between Hana and IXACT Contact 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 Hana to IXACT Contact 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 Hana and IXACT Contact CRM?

Yes, you can set conditional logic to control the flow of data between Hana and IXACT Contact 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.

Hana

About Hana

Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.

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IXACT Contact CRM

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.

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