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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 opencrm and brevy accounts to viaSocket. Once connected, you can set up a workflow where an event in opencrm triggers actions in brevy (or vice versa).
Absolutely. You can customize how opencrm data is recorded in brevy. This includes choosing which data fields go into which fields of brevy, setting up custom formats, and filtering out unwanted information.
The data sync between opencrm and brevy 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 opencrm and brevy. 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.
OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.
Learn MoreBrevy is a Chrome extension that allows your team to easily report bugs and feedback directly on your product.
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