Connect Memory and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Memory
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Ready to use Memory and noCRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
New Lead Title or Content Changed
Triggers when a lead title or content changed
Do thisActions
Action is the task that follows automatically within your Memory integrations.
Add new record
Store new data seamlessly within your workflow using the Create action. Whether you're saving configurations, flags, or other crucial information, this action securely adds data to your MongoDB-based storage, ready for use in your automation flow.
Find record
Effortlessly access stored data with the Read action. Retrieve any saved information at any point in your flow to support decision-making and trigger subsequent actions based on the retrieved data.
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.
Update record using filter
Refine and update multiple records at once with the Update by Filter action. Use filters to target specific criteria, making bulk updates to all matching entries within your storage, enhancing efficiency and control in your workflow.
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
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Frequently Asked Questions
To start, connect both your Memory and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Memory triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Memory data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Memory and noCRM.io 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 Memory and noCRM.io. 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 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.
Learn MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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