Connect Pyrus and salesoptima to Build Intelligent Automations

Choose a Trigger

Pyrus

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Pyrus and salesoptima

Enable Integrations or automations with these events of Pyrus and salesoptima

Actions

Create Simple Task

Create Simple Task

Creates a simple task with contacts

Get Forms

Get Forms

Get an existing form details by it's form id.

Create Task With Form

Create Task With Form

Creates a new task With an existing Form.

Delete Task

Delete Task

Delete task by task id.

Add Member

Add Member

Add a new team member.

List Forms

List Forms

Returns a description of all the forms in which the current user is a manager or a member.

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Frequently Asked Questions

How do I start an integration between Pyrus and salesoptima?

To start, connect both your Pyrus and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Pyrus triggers actions in salesoptima (or vice versa).

Can we customize how data from Pyrus is recorded in salesoptima?

Absolutely. You can customize how Pyrus data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pyrus and salesoptima?

The data sync between Pyrus and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pyrus to salesoptima?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pyrus and salesoptima?

Yes, you can set conditional logic to control the flow of data between Pyrus and salesoptima. 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.

Pyrus

About Pyrus

Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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