
When this happens...
Trigger Record

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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 bot is created.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Raynet CRM and Wotnot accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Wotnot (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Wotnot. This includes choosing which data fields go into which fields of Wotnot, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Wotnot 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 Wotnot. 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 MoreIt's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.
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