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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 contact's details are updated.
Triggers when a new task is created in Zoho Desk.
Triggers when an existing task is updated.
Trigger when new account is created
Trigger when new agent 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.
To start, connect both your Raynet CRM and Zoho Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Zoho Desk (or vice versa).
Absolutely. You can customize how Raynet CRM data is recorded in Zoho Desk. This includes choosing which data fields go into which fields of Zoho Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Raynet CRM and Zoho Desk 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 Zoho Desk. 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 MoreZoho Desk is a cloud-based customer service software that helps businesses deliver top-notch customer support to their clients. It features tools for managing tickets, automating workflows, and analyzing performance metrics.
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