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Connect Narrato and Sanchay Crm

Integrate Narrato with Sanchay Crm to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Narrato and Sanchay Crm.

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created inside a project.

Update Task

Update Task

Triggers when task is updated.

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Ticket Is Updated

Ticket Is Updated

Runs when ticket is updated

Lead Is Updated

Lead Is Updated

Runs when lead is updated

Contact Created

Contact Created

Runs when contact created

Request a new Trigger for Narrato

Do thisActions

Action is the task that follows automatically within your Narrato integrations.

Get all Project

Get all Project

Get details of all Projects in a Workspace

Get all Workspaces

Get all Workspaces

Get details all workspaces associated with a user.

Find Task

Find Task

Find a task inside the workspace and/or project to update the details optionally , create a task if not found.

Add Contact

Add Contact

Create a new contact

Create Lead

Create Lead

Create a lead and set followup

View Lead Contacts

View Lead Contacts

View contacts linked to a lead

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Narrato and Sanchay Crm?

Sign up for a free viaSocket account, then authorize both your Narrato and Sanchay Crm accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Narrato and Sanchay Crm as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Narrato to Sanchay Crm?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sanchay Crm. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Narrato triggers actions in Sanchay Crm, and a separate workflow where Sanchay Crm triggers actions in Narrato. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Narrato and Sanchay Crm. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Narrato and Sanchay Crm integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.