
When this happens...
New Order

Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created in OrderDesk.
Add a new contact to ATZ CRM.
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update a candidate's details in ATZ CRM.
Remove a candidate record from ATZ CRM.
Triggered when a contact is deleted from ATZ CRM.
Action is the task that follows automatically within your Order Desk integrations.
create an history item in order on orderdeck
Creates a new shipment for an order, including tracking information and carrier details.
Creates a new order in OrderDesk.
Create a new Order Item in order desk.
Create a new inventory Items.
Update a single inventory item from orderdesk.

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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 Order Desk and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Order Desk triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Order Desk data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Order Desk and ATZ 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 Order Desk and ATZ 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.
Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
Learn MoreATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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