Connect Qlik and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Qlik
Choose an Action
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Qlik and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your Qlik integrations.
Create App
Create a new Qlik Sense app
List All Spaces
Get all spaces in tenant
Create Space
Create a new space in Qlik.
Copy App
Duplicate an existing Qlik app
List Items
Get apps, dashboards, datasets
Invite User
Invite user and assign roles
viaSocket Support
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Frequently Asked Questions
To start, connect both your Qlik and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Qlik triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Qlik data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Qlik and Sanchay 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 Qlik and Sanchay 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 Qlik
Qlik is a powerful data analytics and business intelligence platform that helps organizations make data-driven decisions. It offers a range of tools for data visualization, reporting, and dashboard creation, enabling users to gain insights from their data quickly and efficiently.
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