
When this happens...

Automatically do this!
List All Contacts
List All Notes
List All Teams
Create Contact
Create Contact Note
Create Group Membership
Create Pipeline Item
Create Task
Delete Group Membership
Update Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new company is created.
Triggers when new file is attach to an contact.
Triggers when a new note is attach to a contact.
Triggers when a new event is created.
Triggers when a new task is created.
Action is the task that follows automatically within your Natif integrations.
Queries for documents that fulfill given parameters.
Get information about the given document, amongst others the processing status.
Permanently delete a document.
Get the extractions for the given document. The results are specific for the document's type.
Retrieves the ocr results for the document with the given id.
List info about existing document sharing tokens for the current users team.

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 Natif and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Natif triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how Natif data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Natif and Less Annoying 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 Natif and Less Annoying 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.
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
Learn MoreLess Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
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