
When this happens...
Trigger Record

Automatically do this!
Get Companies
Create Project
Search Projects
Create Project Type
Create Company
Create Task
Create New Project Role
Assign New User to the Task By Email
Add Member to A Project
Create New Comment on the Project
Create New Task List
Add Task to Task List
Changes the Project of the Task
Create New Type of Work
Create New Role
Create New Team
Add User to Team
Create Checklist Item for Task
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a record is updated , created or deleted
Triggers when a new project is created.
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Triggers when a new time entry is created.
Triggers when a time entry is updated.
Triggers when a project is updated
Action is the task that follows automatically within your Raynet CRM integrations.
Modifying call data
Modifying event data
Modifying letter data
Modifying task data
Modifying deal data
Modifying price list data

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 Raynet CRM and Awork accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Awork (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Awork. This includes choosing which data fields go into which fields of Awork, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Awork 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 Raynet CRM and Awork. 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.
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
Learn MoreAwork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
Learn More