Connect Memory and RemOnline to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Memory
Choose an Action
Automatically do this!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Get Orders
get the list of orders
Get Updated Orders
get the list of updated orders
New Invoice
list the Invoice
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 RemOnline accounts to viaSocket. Once connected, you can set up a workflow where an event in Memory triggers actions in RemOnline (or vice versa).
Absolutely. You can customize how Memory data is recorded in RemOnline. This includes choosing which data fields go into which fields of RemOnline, setting up custom formats, and filtering out unwanted information.
The data sync between Memory and RemOnline 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 RemOnline. 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 RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
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