Connect Netlify and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deploy Started
Deploy Succeeded after failing
New Deploy Failed
New Form Submission
Deploy Created
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Netlify and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deploy Started
Triggers when a new deploy of your site has started building.
Deploy Succeeded after failing
Triggers when a new version of your site has successfully deployed after failing.
New Deploy Failed
Triggers when a new deploy of your site has failed.
New Form Submission
Triggers when a form receives a new submission.
Deploy Created
Triggers when a new deploy is created.
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your Netlify integrations.
Start deploy
Performs a new deploy of an existing site.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
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Frequently Asked Questions
To start, connect both your Netlify and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Netlify triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Netlify data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Netlify and Sanchay 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 Netlify and Sanchay 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.
About Netlify
Netlify is a platform that automates the deployment and management of modern web projects. It provides continuous deployment, a powerful build environment, and a global CDN to deliver your sites quickly and securely.
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