
When this happens...
New Lead
New Client Folder
New Lead Comment
Lead Deleted
New Lead Assigned
New Lead Title or Content Changed
Lead Status Changed
Lead Step Changed
New Unassigned Lead
New Prospect Created
New Default Field Created
Default Field updated
Default Field Deleted
Step Created
Step Updated
Step Deleted
Client Folder Created
Unassigned Lead Created
Prospect Updated
Lead Created
Lead Status Cancelled
Lead Status Standby
Lead Status Changed to Todo
Lead Won
Task Done
Task Standby

Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
Get Customer
Create Discount Position
Create Position
Delete Position
Get Position
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Get Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Get Customer (1)
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new client folder is created
Triggers when a new lead is comment on
Triggers when a new lead is deleted
Triggers when a lead is assigned or re-assigned to someone
Triggers when a lead title or content changed
Action is the task that follows automatically within your noCRM.io integrations.
Return the list of client folders
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
Change the title of the lead
Change the status of the lead
Change the step of the lead
Add an activity to the lead.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 noCRM.io and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in noCRM.io triggers actions in Easybill (or vice versa).
Absolutely. You can customize how noCRM.io data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.
The data sync between noCRM.io and Easybill 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 noCRM.io and Easybill. 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.
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
Learn MoreEasybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
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