
When this happens...
Trigger Record

Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
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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 company is created
Triggers when a new person is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new deal is created
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

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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 Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Centralstation CRM (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Centralstation 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 Raynet CRM and Centralstation 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.
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 MoreCentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
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