
When this happens...
Trigger Record

Automatically do this!
Create a Customer
Get Order Details
Find Customer
Create a New Product
Find Product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a record is updated , created or deleted
Triggers when a new product is added to the inventory.
Triggers when a new customer profile is created.
Trigger when an order is shipped.
Triggers when a new incomplete Purchase Order is created.
Triggers when a new order is created with the status of "Ready to Ship".
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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To start, connect both your Raynet CRM and Veeqo accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Veeqo (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Veeqo. This includes choosing which data fields go into which fields of Veeqo, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Veeqo 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 Veeqo. 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 MoreVeeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
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