Connect Kadoa and webCRM to Build Intelligent Automations

Choose a Trigger

Kadoa

When this happens...

Choose an Action

webCRM

Automatically do this!

Ready to use Kadoa and webCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Workflow Data

Workflow Data

Triggered when a workflow data is updated.

New Activity

New Activity

Triggers when an activity is created.

New Delivery

New Delivery

Triggers when a new delivery is created.

New Document

New Document

Tiggers when a new document is created .

New Opportunity

New Opportunity

Triggers when a new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

Do thisActions

Action is the task that follows automatically within your Kadoa integrations.

List All Activities

List All Activities

Retrieves the list of all activities

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Documents

List All Documents

Retrieves the list of all documents

List All Events

List All Events

Retrieves the list of all events

List All Meetings

List All Meetings

Retrieves the list of all meetings

List All Milestones

List All Milestones

Retrieves the list of all milestones

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Frequently Asked Questions

How do I start an integration between Kadoa and webCRM?

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

Can we customize how data from Kadoa is recorded in webCRM?

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

How often does the data sync between Kadoa and webCRM?

The data sync between Kadoa and webCRM 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 Kadoa to webCRM?

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 Kadoa and webCRM?

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

Kadoa

About Kadoa

Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.

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webCRM

About webCRM

webCRM helps your sales team with the daily workflow and overview.

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