Connect Plotly and Virtuous CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plotly
Choose an Action
Automatically do this!
- Request a new Action for Virtuous CRM
Integrate Plotly with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Plotly and Virtuous CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Plotly triggers actions in Virtuous CRM (or vice versa).
Absolutely. You can customize how Plotly data is recorded in Virtuous CRM. This includes choosing which data fields go into which fields of Virtuous CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Plotly and Virtuous 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 Plotly and Virtuous 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.
About Plotly
Plotly is a leading data visualization platform that allows users to create interactive and visually appealing graphs and charts. It is widely used for data analysis and presentation, offering tools for both beginners and advanced users to transform data into insightful visual stories.
Learn MoreAbout Virtuous CRM
Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.
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