Connect NocoDB and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Update Record
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Ready to use NocoDB and noCRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Trigger when new Record is Created.
Update Record
Trigger when an Existing Record is Updated.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
Do thisActions
Action is the task that follows automatically within your NocoDB integrations.
Create Record
Creates a New Record.
Update Table
Update an Existing Table.
Delete Table
Delete an Existing Table
Update Record
Update an Existing Record.
Delete Record
Delete a Record.
Create Column
Create a new Column in the Table.
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Frequently Asked Questions
To start, connect both your NocoDB and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in NocoDB triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how NocoDB data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between NocoDB and noCRM.io 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 NocoDB and noCRM.io. 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 NocoDB
NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
Learn MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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