Connect Onfleet and IXACT Contact CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created
Choose an Action
Automatically do this!
- Request a new Action for IXACT Contact CRM
Enable Integrations or automations with these events of Onfleet and IXACT Contact CRM
Enable Integrations or automations with these events of Onfleet and IXACT Contact CRM
Triggers
Task Created
Triggers when an Onfleet task is created.
Actions
Create Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Clone Task
Clones a existing task
List Workers
Returns a collection of all workers in your organization.
Get Workers by Location
You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.
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Frequently Asked Questions
To start, connect both your Onfleet and IXACT Contact CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Onfleet triggers actions in IXACT Contact CRM (or vice versa).
Absolutely. You can customize how Onfleet data is recorded in IXACT Contact CRM. This includes choosing which data fields go into which fields of IXACT Contact CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Onfleet and IXACT Contact CRM 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 Onfleet and IXACT Contact CRM. 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
Learn MoreAbout IXACT Contact CRM
IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.
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