When this happens...
New Report Group
New Report Group Message
New Integration Group Space

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Report Group is created.
Triggers when a new Report Group Message is added to a particular group.
Triggers when Hana is added to a new group space in Chat.
Triggers when a record is updated , created or deleted
Action is the task that follows automatically within your Hana integrations.
Hana will create a Google Chat message in the specified space
Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.
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 for a previously requested chat completion.
Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.
Search for spaces that Hana is added in Google Chat. Max limit - 100 records.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Hana and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hana triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Hana 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 Hana 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 Hana 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.
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.
Learn MoreRaynet 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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