Enable Integrations or automations with these events of Raynet CRM and Red Amber Green
Triggers when a record is updated , created or deleted
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 Red Amber Green accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Red Amber Green (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Red Amber Green. This includes choosing which data fields go into which fields of Red Amber Green, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Red Amber Green 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 Red Amber Green. 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 MoreRed amber green is a service that allows you to "monitor" business process health and current status.
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