Connect KarmaCRM and Workflow Automation to Build Intelligent Automations
Enable Integrations or automations with these events of KarmaCRM and Workflow Automation
Enable Integrations or automations with these events of KarmaCRM and Workflow Automation
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your KarmaCRM and Workflow Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in Workflow Automation (or vice versa).
Absolutely. You can customize how KarmaCRM data is recorded in Workflow Automation. This includes choosing which data fields go into which fields of Workflow Automation, setting up custom formats, and filtering out unwanted information.
The data sync between KarmaCRM and Workflow Automation 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 Workflow Automation. 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.
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.
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About Workflow Automation
Workflow Automation is a platform designed to streamline and automate repetitive tasks and processes across various applications and services. It enables users to create custom workflows that integrate different tools, enhancing productivity and efficiency in business operations.
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