If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Automate when something happens in MyCRM Sync
Login -> Create new flow -> Select trigger -> Search MyCRM Sync -> Choose the trigger from the list
Take action in MyCRM Sync when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search MyCRM Sync -> Choose the action from the list
Trigger
Action
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You connect your MyCRM account (mycrm.io) to viaSocket using secure credentials. viaSocket creates triggers (like new lead or closed deal) and actions (create opportunity, send invoice) so workflows run automatically. You can add AI steps—like lead classification or summary generation—inside those workflows.
Common flows (lead routing, deal-to-invoice, nightly reports) can be set up in under an hour using templates. More complex workflows with approvals or external systems typically take a few hours to a couple of days, depending on approvals and data mapping.
An active MyCRM account at mycrm.io and an API key or integration credentials with permissions to read/write contacts, deals, and cases. No developer work is required for standard templates; field mapping is done in the viaSocket builder.
viaSocket connects to your MyCRM using credentials you provide and encrypts data in transit. You control access and which fields are shared. For enterprise controls, use scoped credentials and your internal security policies.
MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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