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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Quipu integrations.
Create Contact
Creates a contact.
Create an Income Invoice
creates an income invoice
Create an Income Ticket
creates an income ticket
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
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Frequently Asked Questions
To start, connect both your Quipu and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Quipu triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Quipu data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Quipu and Freshsales Classic 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 Quipu and Freshsales Classic. 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 Quipu
Quipu is a comprehensive financial management platform designed to streamline accounting, invoicing, and expense tracking for small to medium-sized businesses. It offers a user-friendly interface and robust features to help businesses manage their finances efficiently.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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