
When this happens...

Automatically do this!
Send Text
Send Media and File
Enable Integrations or automations with these events of Privyr and VIP metal rich
Creates a new client
Send a text message to a phone number
Send a media or file with message to a phone number

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Privyr and VIP metal rich accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in VIP metal rich (or vice versa).
Absolutely. You can customize how Privyr data is recorded in VIP metal rich. This includes choosing which data fields go into which fields of VIP metal rich, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and VIP metal rich 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 VIP metal rich. 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.
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 MoreVIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.
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