Connect NetHunt CRM and planday to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
New Comment
New Call Logs
Updated Record
Choose an Action
Automatically do this!
- Request a new Action for planday
Enable Integrations or automations with these events of NetHunt CRM and planday
Enable Integrations or automations with these events of NetHunt CRM and planday
Triggers
New Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
Actions
Create Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
Link Gmail Thread
This action Add a Gmail thread to a record.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your NetHunt CRM and planday accounts to viaSocket. Once connected, you can set up a workflow where an event in NetHunt CRM triggers actions in planday (or vice versa).
Absolutely. You can customize how NetHunt CRM data is recorded in planday. This includes choosing which data fields go into which fields of planday, setting up custom formats, and filtering out unwanted information.
The data sync between NetHunt CRM and planday 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 planday. 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.
About NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
Learn MoreAbout planday
Planday helps you build an employee schedule faster by taking into account staff vacation, availability, payroll costs and more.
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