Integrations Infinity Salesdash CRM
Infinity + Salesdash CRM

Connect Infinity and Salesdash CRM to Build Intelligent Automations

Choose a Trigger

Infinity

When this happens...

Choose an Action

Salesdash CRM

Automatically do this!

Enable Integrations or automations with these events of Infinity and Salesdash CRM

Enable Integrations or automations with these events of Infinity and Salesdash CRM

Triggers

New Member

New Member

Triggers when a new member is invited in startinfinity.

New Attributes

New Attributes

Triggers when a new attributes is created.

New Item

New Item

Triggers when a new item is created.

Request a new Trigger for Infinity

Actions

Get a board

Get a board

Gets a board in one of your workspaces.

Find a folder

Find a folder

Find a folder in one of your boards.

Get a member

Get a member

Gets a member of one of your workspace.

File Upload

File Upload

Upload a file from URL to the workspace

Create a New Comment

Create a New Comment

Create a new comment on specific item.

Create a New Folder

Create a New Folder

Create a new folder in a workspace,board or optionally as child of another folder

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Frequently Asked Questions

How do I start an integration between Infinity and Salesdash CRM?

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

Can we customize how data from Infinity is recorded in Salesdash CRM?

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

How often does the data sync between Infinity and Salesdash CRM?

The data sync between Infinity and Salesdash 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 Infinity to Salesdash 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 Infinity and Salesdash CRM?

Yes, you can set conditional logic to control the flow of data between Infinity and Salesdash 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.

Infinity

About Infinity

Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space

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Salesdash CRM

About Salesdash CRM

Salesdash CRM helps small businesses grow sales with our simple client management software.

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