
When this happens...
New Collection
New Dialogs
New Entry
New AI Agent

Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is created.
Triggers when a new dialog is created.
Triggers when a new entry is created.
Triggers when a new AI Agent is created.
Triggers when a new customer is created.
Triggers when a customer is updated.
Action is the task that follows automatically within your Moveo AI integrations.
Create an AI Agent.
Update an AI Agent.
Delete an AI Agent.
Add a new Dialog.
Create a collection.
Update a Collection.

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 Moveo AI and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Moveo AI triggers actions in karlia (or vice versa).
Absolutely. You can customize how Moveo AI data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Moveo AI and karlia 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 Moveo AI and karlia. 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.
Moveo AI is a cutting-edge platform that leverages artificial intelligence to enhance business operations and customer interactions. It offers AI-driven solutions to automate processes, improve decision-making, and provide personalized customer experiences.
Learn MoreKarlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
Learn More