
When this happens...
New Contact
New Project
New Company
New Activity
New Deal

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created in Moskit.
Triggers when a new project is created.
Triggers when a new company is created.
Triggers when a new Activity is created.
Trigger when new deal is created in Moskit Account.
Action is the task that follows automatically within your Moskit integrations.
Create note in deal.
Add note in Project
Archive a Project.
Change responsible of activity.
Create a new Product.
Creates a new company.

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 Moskit and Dumpling AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Moskit triggers actions in Dumpling AI (or vice versa).
Absolutely. You can customize how Moskit data is recorded in Dumpling AI. This includes choosing which data fields go into which fields of Dumpling AI, setting up custom formats, and filtering out unwanted information.
The data sync between Moskit and Dumpling AI 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 Moskit and Dumpling AI. 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.
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
Learn MoreDumpling AI is an innovative platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, streamline processes, and deliver intelligent insights to help businesses make data-driven decisions.
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