Connect Presenton and ATZ CRM
Integrate Presenton with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create presentation in Presenton when Add contact to ATZ CRM
Create presentation in Presenton when Add candidate to ATZ CRM
Create presentation in Presenton when Update Candidate in ATZ CRM
Create presentation in Presenton when Delete candidate in ATZ CRM
Create presentation in Presenton when Contact Deleted in ATZ CRM
Popular Presenton + ATZ CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Presenton
When this happens...
- Request a new Trigger for Presenton
Choose an action
ATZ CRM
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Create presentation in Presenton when Add contact to ATZ CRM
Use this flowCreate presentation in Presenton when Add candidate to ATZ CRM
Use this flowCreate presentation in Presenton when Update Candidate in ATZ CRM
Use this flowCreate presentation in Presenton when Delete candidate in ATZ CRM
Use this flowCreate presentation in Presenton when Contact Deleted in ATZ CRM
Use this flowCreate presentation in Presenton when Update Contact in ATZ CRM
Use this flowCreate presentation in Presenton when Create deal in ATZ CRM
Use this flowCreate presentation in Presenton when Delete a deal in ATZ CRM
Use this flowCreate presentation in Presenton when Deal Updated in ATZ CRM
Use this flowCreate presentation in Presenton when Job Created in ATZ CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Presenton and ATZ CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Delete candidate
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Update Contact
Add a new contact or update an existing contact in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Presenton integrations.
Create presentation
Generate a polished slide deck from your content and chosen settings.
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update candidate
Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.
Create Contact
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.
Update Contact
Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).
Create Organization
Create a new organization record in ATZ CRM with name, website, location, owner, tags, and other details.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Presenton
Presenton is an AI-powered platform designed to enhance your presentation creation process. With advanced tools and features, it helps users craft engaging and professional presentations effortlessly.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Presenton and ATZ 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 Presenton and ATZ 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 ATZ CRM. No coding required.
Yes. You can set up a workflow where Presenton triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in Presenton. 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 Presenton and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Presenton and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
