Integrations karlia Omnitrack by VinciWorks
karlia + Omnitrack by VinciWorks

Connect karlia and Omnitrack by VinciWorks to Build Intelligent Automations

Choose a Trigger

karlia

When this happens...

Choose an Action

Omnitrack by VinciWorks

Automatically do this!

Enable Integrations or automations with these events of karlia and Omnitrack by VinciWorks

Enable Integrations or automations with these events of karlia and Omnitrack by VinciWorks

Triggers

New Customer

New Customer

Triggers when a new customer is created.

Update Customer

Update Customer

Triggers when a customer is updated.

New Supplier

New Supplier

Trigger when a new supplier is created.

Update Supplier

Update Supplier

Triggers when a supplier is updated.

New Contact

New Contact

Triggers when a new contact is created.

Update Contact

Update Contact

Triggers when a contact is updated

Actions

List All Users

List All Users

Retrieve the list of all users

Create Purchase

Create Purchase

Create an Purchase.

Create Event

Create Event

Create an event.

Create Note

Create Note

Create an note.

Create Time

Create Time

Creates a new time.

Create Project

Create Project

Create a Project.

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Frequently Asked Questions

How do I start an integration between karlia and Omnitrack by VinciWorks?

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

Can we customize how data from karlia is recorded in Omnitrack by VinciWorks?

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

How often does the data sync between karlia and Omnitrack by VinciWorks?

The data sync between karlia and Omnitrack by VinciWorks 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 karlia to Omnitrack by VinciWorks?

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 karlia and Omnitrack by VinciWorks?

Yes, you can set conditional logic to control the flow of data between karlia and Omnitrack by VinciWorks. 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.

karlia

About karlia

Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !

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Omnitrack by VinciWorks

About Omnitrack by VinciWorks

Omnitrack is a workflow and automation app for risk and compliance professionals.

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