Connect Leadrat and ZarMoney to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadrat
Choose an Action
Automatically do this!
Create a class
Update a Class
Create a taxTypes
Add a customer
Update a customer
Create a Vendor
Find a Vendor
Find a customer
Delete a customer
Delete a vendor
Find or Create vendor
Find or Create Customer
Create a financial Account
Enable Integrations or automations with these events of Leadrat and ZarMoney
Enable Integrations or automations with these events of Leadrat and ZarMoney
Actions
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
Create a class
create a class.
Update a Class
Update a Class
Create a taxTypes
Create a taxTypes.
Add a customer
Create a customer.
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Frequently Asked Questions
To start, connect both your Leadrat and ZarMoney accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in ZarMoney (or vice versa).
Absolutely. You can customize how Leadrat data is recorded in ZarMoney. This includes choosing which data fields go into which fields of ZarMoney, setting up custom formats, and filtering out unwanted information.
The data sync between Leadrat and ZarMoney 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 Leadrat and ZarMoney. 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 Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
Learn MoreAbout ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
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