
When this happens...
Trigger Record

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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
Trigger when a new template 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 Generatebanners accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Generatebanners (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Generatebanners. This includes choosing which data fields go into which fields of Generatebanners, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Generatebanners 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 Generatebanners. 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 MoreGeneratebanners is a platform that specializes in creating custom banners for various purposes, including marketing, events, and online promotions. It offers tools and templates to design visually appealing banners that can enhance brand visibility and engagement.
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