Connect islucid and Virtuous CRM to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for islucid
Choose an Action
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- Request a new Action for Virtuous CRM
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your islucid and Virtuous CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in islucid triggers actions in Virtuous CRM (or vice versa).
Absolutely. You can customize how islucid data is recorded in Virtuous CRM. This includes choosing which data fields go into which fields of Virtuous CRM, setting up custom formats, and filtering out unwanted information.
The data sync between islucid and Virtuous 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 islucid and Virtuous 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 islucid
isLucid enables real time tasks capturing from verbal conversations on Microsoft Teams
Learn MoreAbout Virtuous CRM
Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.
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