Connect Nibo and Radius CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Nibo and Radius CRM
Enable Integrations or automations with these events of Nibo and Radius CRM
Actions
Create Bank Account
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create Employee
Create a new employee record with contact, address, bank, and company details.
Create Cost Center
Create a cost center using the provided description.
View Account Statement
Shows the account statement for a selected account and date range.
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Frequently Asked Questions
To start, connect both your Nibo and Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Radius CRM (or vice versa).
Absolutely. You can customize how Nibo data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Nibo and Radius 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 Nibo and Radius 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 Nibo
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
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About Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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