
When this happens...
Trigger Record

Automatically do this!
Create Task
Create Project
Delete Task
Update task
Add Comment To Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a record is updated , created or deleted
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
Returns comments added to the selected task within the past specified number of minutes.
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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To start, connect both your Raynet CRM and GanttPRO accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in GanttPRO (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in GanttPRO. This includes choosing which data fields go into which fields of GanttPRO, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and GanttPRO 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 GanttPRO. 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 MoreGanttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
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