Connect Maestra and Unifyy CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Maestra and Unifyy CRM
Enable Integrations or automations with these events of Maestra and Unifyy CRM
Actions
Create Channel
Create a new channel within a workspace
Upload File
Initiates a new file upload to Maestra.
List Files
Grabs the file list with key id and basic information.
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Frequently Asked Questions
To start, connect both your Maestra and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Maestra triggers actions in Unifyy CRM (or vice versa).
Absolutely. You can customize how Maestra data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Maestra and Unifyy CRM 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 Maestra and Unifyy CRM. 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 Maestra
Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.
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About Unifyy CRM
Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!
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