
When this happens...

Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create Job
Update Organization
Update Job
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When this happensTriggers
A trigger is an event that starts a workflow.
Add a new contact to ATZ CRM.
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update a candidate's details in ATZ CRM.
Remove a candidate record from ATZ CRM.
Triggered when a contact is deleted from ATZ CRM.
Add a new contact or update an existing contact in ATZ CRM.
Action is the task that follows automatically within your Highperformr Ai integrations.
Create a named contact segment using provided conditions and optional description to group contacts for targeting and analysis.
Delete a segment by its ID and return a confirmation message.
Removes the contact identified by the given Contact ID from Highperformr.
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update an existing candidate's profile with new details like name, contact, position, salary, languages, tags, or resume.
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.

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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 Highperformr Ai and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Highperformr Ai triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Highperformr Ai data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Highperformr Ai and ATZ 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 Highperformr Ai and ATZ 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.
Highperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.
Learn MoreATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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