
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 Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Active Tasks
Finish Task
Update Task
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get Issued Invoices
Mark as Invoiced
Invite Users to the Projects by Email
Invite Users to the Projects by Users ID
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Explore more automations built by businesses and experts
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 Freelo accounts to viaSocket. Once connected, you can set up a workflow where an event in noCRM.io triggers actions in Freelo (or vice versa).
Absolutely. You can customize how noCRM.io data is recorded in Freelo. This includes choosing which data fields go into which fields of Freelo, setting up custom formats, and filtering out unwanted information.
The data sync between noCRM.io and Freelo 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 Freelo. 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 MoreFreelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
Learn More