
When this happens...

Automatically do this!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created in Moskit.
Triggers when a new project is created.
Triggers when a new company is created.
Triggers when a new Activity is created.
Trigger when new deal is created in Moskit Account.
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 Moskit accounts to viaSocket. Once connected, you can set up a workflow where an event in Natif triggers actions in Moskit (or vice versa).
Absolutely. You can customize how Natif data is recorded in Moskit. This includes choosing which data fields go into which fields of Moskit, setting up custom formats, and filtering out unwanted information.
The data sync between Natif and Moskit 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 Moskit. 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 MoreMoskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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