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

Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
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 a new member is invited in startinfinity.
Triggers when a new attributes is created.
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.
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To start, connect both your KarmaCRM and Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in Infinity (or vice versa).
Absolutely. You can customize how KarmaCRM data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between KarmaCRM and Infinity 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 Infinity. 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 MoreStartinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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