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

Automatically do this!
Enable Integrations or automations with these events of KarmaCRM and vext
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.
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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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 vext accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in vext (or vice versa).
Absolutely. You can customize how KarmaCRM data is recorded in vext. This includes choosing which data fields go into which fields of vext, setting up custom formats, and filtering out unwanted information.
The data sync between KarmaCRM and vext 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 vext. 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 MoreVext is a platform that enables users to build custom AI/LLM on top of well-known AI models that leverage business data.
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