
When this happens...

Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a record is updated , created or deleted
Action is the task that follows automatically within your MoEngage integrations.
This action creates a new user in MoEngage .If the user profile already exist , this action updates the user attributes
This action adds or removes a user from cohort
Modifying call data
Modifying event data
Modifying letter data
Modifying task data

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your MoEngage and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MoEngage triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how MoEngage data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between MoEngage and Raynet 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 MoEngage and Raynet 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.
MoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.
Learn MoreRaynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
Learn More