
When this happens...

Automatically do this!
Search Account
Search Contact
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
Add Note to Deal
Create Lead
Add Note to Lead
Find lead
Convert Lead
Update Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Action is the task that follows automatically within your OpsGenie integrations.
Create user request is used to add new users in Opsgenie.
Find an existing account by name or id.
Find an existing contact by email or id.
Create a new account.
Create a new contact.
Updates an existing account.

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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 OpsGenie and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in OpsGenie triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how OpsGenie data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between OpsGenie and Freshsales Classic 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 OpsGenie and Freshsales Classic. 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.
OpsGenie is a modern incident management and alerting platform designed to ensure that critical incidents are addressed promptly and efficiently. It integrates seamlessly with various monitoring, ticketing, and collaboration tools to provide a comprehensive solution for managing and responding to incidents.
Learn MoreFreshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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