Connect Memory and KarmaCRM to Build Intelligent Automations

Choose a Trigger

Memory

When this happens...

Choose an Action

KarmaCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Company Created

Company Created

Triggers when a new company is created.

New Contact Created

New Contact Created

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when a contact is updated.

New Deal Created

New Deal Created

Triggers when a new deal is created.

Request a new Trigger for Memory

Do thisActions

Action is the task that follows automatically within your Memory integrations.

Create a record

Create a record

Add a new record to Memory or update an existing one.

Find record

Find record

Find items by ID or matching fields.

Update a record

Update a record

Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.

Delete record by Id

Delete record by Id

Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.

Create or update record

Create or update record

Create a new entry or update an existing entry in your Memory vault.

Get all records

Get all records

Get documents from Memory.

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Frequently Asked Questions

How do I start an integration between Memory and KarmaCRM?

To start, connect both your Memory and KarmaCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Memory triggers actions in KarmaCRM (or vice versa).

Can we customize how data from Memory is recorded in KarmaCRM?

Absolutely. You can customize how Memory data is recorded in KarmaCRM. This includes choosing which data fields go into which fields of KarmaCRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Memory and KarmaCRM?

The data sync between Memory and KarmaCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Memory to KarmaCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Memory and KarmaCRM?

Yes, you can set conditional logic to control the flow of data between Memory and KarmaCRM. 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.

Memory

About Memory

A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.

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KarmaCRM

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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