Connect Miro and ATZ CRM to Build Intelligent Automations

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Miro

When this happens...

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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Card

New Card

Triggers when a new card is created.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Do thisActions

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

Get All Board

Get All Board

Get a list of all existing boards

Get All Frame

Get All Frame

Get all existing frames of a board

Create a Board

Create a Board

Create a new board

Copy Board

Copy Board

Copies an existing board

Create  Card

Create Card

Create a new card on a board

Update Board

Update Board

Update an existing Miro board by its ID — change its name, description, image, and sharing/permission settings.

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Step by step guides to integrate Miro and ATZ CRM

Frequently Asked Questions

How do I start an integration between Miro and ATZ CRM?

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

Can we customize how data from Miro is recorded in ATZ CRM?

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

How often does the data sync between Miro and ATZ CRM?

The data sync between Miro and ATZ CRM 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 Miro to ATZ CRM?

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 Miro and ATZ CRM?

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

Miro

About Miro

Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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