Connect Narrato and webCRM to Build Intelligent Automations

Choose a Trigger

Narrato

When this happens...

Choose an Action

webCRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

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 Activity

New Activity

Triggers when an activity is created.

New Delivery

New Delivery

Triggers when a new delivery is created.

New Document

New Document

Tiggers when a new document is created .

New Opportunity

New Opportunity

Triggers when a new opportunity is created.

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.

List All Activities

List All Activities

Retrieves the list of all activities

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Documents

List All Documents

Retrieves the list of all documents

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Frequently Asked Questions

How do I start an integration between Narrato and webCRM?

To start, connect both your Narrato and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Narrato triggers actions in webCRM (or vice versa).

Can we customize how data from Narrato is recorded in webCRM?

Absolutely. You can customize how Narrato data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Narrato and webCRM?

The data sync between Narrato and webCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Narrato to webCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Narrato and webCRM?

Yes, you can set conditional logic to control the flow of data between Narrato and webCRM. 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.

Narrato

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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webCRM

About webCRM

webCRM helps your sales team with the daily workflow and overview.

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