Connect Privyr and case status to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
- Request a new Action for case status
Enable Integrations or automations with these events of Privyr and case status
Enable Integrations or automations with these events of Privyr and case status
Actions
Create Client
Creates a new client
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Frequently Asked Questions
To start, connect both your Privyr and case status accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in case status (or vice versa).
Absolutely. You can customize how Privyr data is recorded in case status. This includes choosing which data fields go into which fields of case status, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and case status 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 Privyr and case status. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout case status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
Learn More
