Connect Ora and Sangam CRM
Integrate Ora with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when New Comment Added to Task in Ora
Create Opportunity in Sangam CRM when New Comment Added to Task in Ora
Fetch Module Fields from Sangam CRM when New Comment Added to Task in Ora
Create Contact in Sangam CRM when New Comment Added to Task in Ora
Create Ticket in Sangam CRM when New Comment Added to Task in Ora
Popular Ora + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Ora
When this happens...
New Comment Added to Task
New Task
New Assignee Added to Task
Task Update
New Project
New Label Added to Task
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Create Lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create a new Lead in Sangam CRM when New Comment Added to Task in Ora
Use this flowCreate Opportunity in Sangam CRM when New Comment Added to Task in Ora
Use this flowFetch Module Fields from Sangam CRM when New Comment Added to Task in Ora
Use this flowCreate Contact in Sangam CRM when New Comment Added to Task in Ora
Use this flowCreate Ticket in Sangam CRM when New Comment Added to Task in Ora
Use this flowCreate Company in Sangam CRM when New Comment Added to Task in Ora
Use this flowCreate Campaign in Sangam CRM when New Comment Added to Task in Ora
Use this flowCreate or Update Lead in Sangam CRM when New Comment Added to Task in Ora
Use this flowCreate Or Update Linked Record in Sangam CRM when New Comment Added to Task in Ora
Use this flowUpdate an Account in Sangam CRM when New Comment Added to Task in Ora
Use this flowSupported Triggers & Actions
Everything you can automate between Ora and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
New Assignee Added to Task
Triggers when a new assignee is added to task.
Task Update
Triggers when an existing task is updated in Ora.
New Project
Triggers when a new project is added.
New Label Added to Task
Triggers when a new label is added to task.
Do thisActions
Action is the task that follows automatically within your Ora integrations.
Create List
Creates a list.
Create Comment
Creates a comment.
Add Member to Card
Add Member to Card.
Create Schedule
Creates a Schedule.
Find Task
Finds a task.
Find Member
Finds a member.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Ora and Sangam CRM workflows.
Learn how to automate Ora and Sangam CRM workflows.
Learn how to automate Ora and Sangam CRM workflows.
Learn how to automate Ora and Sangam CRM workflows.
Learn how to automate Ora and Sangam CRM workflows.
Learn how to automate Ora and Sangam CRM workflows.
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About Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn moreSimilar apps
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ora and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Ora and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where Ora triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Ora. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Ora and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ora and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
