
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created

Automatically do this!
List all Folders
Create a Folder
Update a folder
Delete a Folder
Create Tag
Create Activity
List all Activities
Update Activity
Delete Activity
Get All Tags and Mentions
Update Tag
Delete Tag
Create Mention
Update Mention
Delete Mention
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new deal is created.
Triggers when an activity is created.
Triggers when an activity is deleted.
Action is the task that follows automatically within your KarmaCRM integrations.
Retrieve the list of all companies
Retrieve the list of all contacts
Creates new company.
Creates a new contact.
Creates new deal.
Finds an existing company.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your KarmaCRM and EARLY accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in EARLY (or vice versa).
Absolutely. You can customize how KarmaCRM data is recorded in EARLY. This includes choosing which data fields go into which fields of EARLY, setting up custom formats, and filtering out unwanted information.
The data sync between KarmaCRM and EARLY 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 KarmaCRM and EARLY. 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.
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn MoreEARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.
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