When this happens...
Updated branches

Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve branches updated in the last N minutes.
Triggers when a new lead is created
Triggers when a new client folder is created
Triggers when a new lead is comment on
Triggers when a new lead is deleted
Triggers when a lead is assigned or re-assigned to someone
Action is the task that follows automatically within your ReadMe integrations.
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create a new documentation category in the selected branch and section.
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Add an image to your ReadMe documentation.
Return the list of client folders

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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 ReadMe and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in ReadMe triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how ReadMe data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between ReadMe and noCRM.io 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 ReadMe and noCRM.io. 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.
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
Learn MorenoCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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