Connect Raynet CRM and Height to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
Get Task
Create Task
Search Tasks
Create Message
Create List
List all Lists
List all Tasks
List all Field Templates
List all Users
List all Groups
Create Team
Update List
Ready to use Raynet CRM and Height automations
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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
New Task
Triggers when a new task is created.
Task Updated
Triggers when a new task is updated.
Task Deleted
Triggers when task is deleted.
New Activity
Triggers when a new activity is created.
Activity Updated
Triggers when a activity is updated.
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 Height accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Height (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Height. This includes choosing which data fields go into which fields of Height, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Height 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 Height. 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 Height
Height is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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