Connect PagerDuty and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Incident Instant
New Incident acknowledged
Incident Annotated
Incident Escalated
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use PagerDuty and CRM.io automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Incident Instant
Triggers when new incidents are created.
New Incident acknowledged
Triggers when new incidents are acknowledged.
Incident Annotated
Triggers when an incident is annotated, meaning additional notes or comments are added to an existing incident.
Incident Escalated
Triggers when an incident is escalated.
Do thisActions
Action is the task that follows automatically within your PagerDuty integrations.
Create a Business Service
Create a Business Service in PagerDuty.
Install an Add-On
This action Install an Add-on for your account.
Delete an Add-On
This action delete an add-on.
Update an Add-On
This action update an add - on.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
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Frequently Asked Questions
To start, connect both your PagerDuty and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in PagerDuty triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how PagerDuty data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between PagerDuty and CRM.io 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 PagerDuty and CRM.io. 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.
About PagerDuty
agerDuty is a digital operations management platform that empowers teams to manage and resolve incidents efficiently, ensuring high availability and performance.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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