Enable Integrations or automations with these events of NetHunt CRM and octorate
Trigger when a new record created.
Trigger when new comment is created.
Trigger when new call logs created.
Trigger when record updated.
Create a new record
Update a record
Delete a record
Create a new record comment
Find records by ID or text query
This action Add a Gmail thread to a record.
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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 NetHunt CRM and octorate accounts to viaSocket. Once connected, you can set up a workflow where an event in NetHunt CRM triggers actions in octorate (or vice versa).
Absolutely. You can customize how NetHunt CRM data is recorded in octorate. This includes choosing which data fields go into which fields of octorate, setting up custom formats, and filtering out unwanted information.
The data sync between NetHunt CRM and octorate 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 NetHunt CRM and octorate. 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.
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
Learn MoreOctorate is a simple but powerful and affordable all-in-one solution for small structures which can be accessed from any mobile device
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