Connect Paddle and ATZ CRM to Build Intelligent Automations

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Paddle

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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.

New Address

New Address

Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Do thisActions

Action is the task that follows automatically within your Paddle integrations.

Create Customer

Create Customer

Creates a new customer in Paddle.

Update Customer

Update Customer

Update an existing customer using their ID.

Generate Customer Authentication Token

Generate Customer Authentication Token

Generate an authentication token for a customer.

Create an Address

Create an Address

Create an address for a customer.

Update an Address

Update an Address

Update an address of the customer.

Create a Business

Create a Business

Create a business for a customer.

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Frequently Asked Questions

How do I start an integration between Paddle and ATZ CRM?

To start, connect both your Paddle and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Paddle triggers actions in ATZ CRM (or vice versa).

Can we customize how data from Paddle is recorded in ATZ CRM?

Absolutely. You can customize how Paddle 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.

How often does the data sync between Paddle and ATZ CRM?

The data sync between Paddle and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Paddle to ATZ CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Paddle and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Paddle 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.

Paddle

About Paddle

Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.

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ATZ CRM

About ATZ CRM

ATZ 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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