Connect Knack and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Knack
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Enable Integrations or automations with these events of Knack and webCRM
Enable Integrations or automations with these events of Knack and webCRM
Triggers
New Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person
Triggers when a new person is created .
Actions
Create Activity
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Knack and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Knack triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Knack data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Knack and webCRM 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 Knack and webCRM. 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 Knack
Knack is a no-code platform that enables users to build custom databases and applications without writing a single line of code. It offers a user-friendly interface for creating powerful, data-driven workflows and apps tailored to specific business needs. With robust integration options, Knack helps streamline processes and improve efficiency for teams across various industries.
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