Connect Narrato and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Update Task
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Narrato and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created inside a project.
Update Task
Triggers when task is updated.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your Narrato integrations.
Get all Project
Get details of all Projects in a Workspace
Get all Workspaces
Get details all workspaces associated with a user.
Find Task
Find a task inside the workspace and/or project to update the details optionally , create a task if not found.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
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Frequently Asked Questions
To start, connect both your Narrato and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Narrato triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Narrato data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Narrato and Sanchay 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 Narrato and Sanchay 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.
About Narrato
Narrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.
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