Connect KarmaCRM and Unify
Integrate KarmaCRM with Unify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular KarmaCRM + Unify flows
Start from a real workflow other teams are already running.
Choose a trigger
KarmaCRM
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an action
Unify
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Create Assistant in Unify when Company Created in Karmacrm
Use this flowUpdate an Assistant in Unify when Company Created in Karmacrm
Use this flowDelete an Assistant in Unify when Company Created in Karmacrm
Use this flowCreate Project in Unify when Company Created in Karmacrm
Use this flowRename Project in Unify when Company Created in Karmacrm
Use this flowCreates Context in Unify when Company Created in Karmacrm
Use this flowDelete Context in Unify when Company Created in Karmacrm
Use this flowRename Context in Unify when Company Created in Karmacrm
Use this flowCreate Context Artifacts in Unify when Company Created in Karmacrm
Use this flowCreate Log in Unify when Company Created in Karmacrm
Use this flowSupported Triggers & Actions
Everything you can automate between KarmaCRM and Unify.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
Do thisActions
Action is the task that follows automatically within your KarmaCRM integrations.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About KarmaCRM
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 more
About Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your KarmaCRM and Unify accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between KarmaCRM and Unify as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Unify. No coding required.
Yes. You can set up a workflow where KarmaCRM triggers actions in Unify, and a separate workflow where Unify triggers actions in KarmaCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between KarmaCRM and Unify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KarmaCRM and Unify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
