Connect OnePage CRM and Canny to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
Comment on a post
Create a Post
Change Post Status
Create or Update User
Find Post
List All Boards
List All Categories
List All Entries
List All Comments
List All Companies
List All Opportunities
List All Posts
List All Tags
List All Users
List All Votes
Ready to use OnePage CRM and Canny automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created.
New Comment
Triggers when a new comment is added to a specific post.
New Vote
Triggers when a new vote is created
Post Status Change
Triggers when posts status is changed
Tag Added to Post
Triggers when tag is added to post
Do thisActions
Action is the task that follows automatically within your OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Frequently Asked Questions
To start, connect both your OnePage CRM and Canny accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Canny (or vice versa).
Absolutely. You can customize how OnePage CRM data is recorded in Canny. This includes choosing which data fields go into which fields of Canny, setting up custom formats, and filtering out unwanted information.
The data sync between OnePage CRM and Canny 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 OnePage CRM and Canny. 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn MoreAbout Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
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