Connect Raynet CRM and HealthChecks to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
List Checks
List Channels
List Badges
Create Check
Update Check
Ready to use Raynet CRM and HealthChecks automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
Do thisActions
Action is the task that follows automatically within your Raynet CRM integrations.
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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Frequently Asked Questions
To start, connect both your Raynet CRM and HealthChecks accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in HealthChecks (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in HealthChecks. This includes choosing which data fields go into which fields of HealthChecks, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and HealthChecks 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 HealthChecks. 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 Raynet CRM
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 MoreAbout HealthChecks
HealthChecks is a monitoring service for your cron jobs, scheduled tasks, and background processes. It helps ensure that your scheduled tasks are running as expected by sending periodic pings to the service. If a ping is missed, HealthChecks will notify you, allowing you to quickly address any issues.
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