Connect Nozbe and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Update or New Task
New Comment
New Project
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Trigger when new Task is Created.
Update or New Task
Trigger when new task is created or Updated.
New Comment
Trigger when new Comment is Created.
New Project
Trigger when new Propject is Created.
Do thisActions
Action is the task that follows automatically within your Nozbe integrations.
Create Task
Creates a New Task.
Update Task
Updates an Existing Task.
Find Tasks By Id or Name
Find an Existing Task.
Create Comment
Creates a New Comment.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
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Frequently Asked Questions
To start, connect both your Nozbe and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Nozbe triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Nozbe data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Nozbe and CRM.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 Nozbe and CRM.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 Nozbe
Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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