Connect Raynet CRM and OptiServe to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
- Request a new Action for OptiServe
Enable Integrations or automations with these events of Raynet CRM and OptiServe
Enable Integrations or automations with these events of Raynet CRM and OptiServe
Triggers
Trigger Record
Triggers when a record is updated , created or deleted
Actions
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
Know More About Raynetcrm and Optiserve Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Raynet CRM and OptiServe accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in OptiServe (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in OptiServe. This includes choosing which data fields go into which fields of OptiServe, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and OptiServe 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 OptiServe. 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 OptiServe
OptiServe is a service management platform that helps businesses optimize operations, manage customer requests, and streamline service delivery. It provides tools for task assignment, workflow automation, real-time tracking, and reporting to enhance efficiency and improve customer satisfaction.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.