
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Needle and clevero
Create a new Collection.

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 Needle and clevero accounts to viaSocket. Once connected, you can set up a workflow where an event in Needle triggers actions in clevero (or vice versa).
Absolutely. You can customize how Needle data is recorded in clevero. This includes choosing which data fields go into which fields of clevero, setting up custom formats, and filtering out unwanted information.
The data sync between Needle and clevero 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 Needle and clevero. 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.
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
Learn MoreClevero is a CRM that runs your daily operations in a simple to use platform. Capture data and automate process around for your Sales, Projects, Support, Timesheets, Invoicing and much much more.
Learn More