Connect KanbanFlow and smarttouch-nexgen-crm to Build Intelligent Automations
Enable Integrations or automations with these events of KanbanFlow and smarttouch-nexgen-crm
Enable Integrations or automations with these events of KanbanFlow and smarttouch-nexgen-crm
Triggers
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
Actions
Create Task
Create a task in a column or swimlane
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Frequently Asked Questions
To start, connect both your KanbanFlow and smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how KanbanFlow data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between KanbanFlow and smarttouch-nexgen-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 KanbanFlow and smarttouch-nexgen-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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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About smarttouch-nexgen-crm
SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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