Connect Reflect and mcgill-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Link
Choose an Action
Automatically do this!
- Request a new Action for mcgill-crm
Enable Integrations or automations with these events of Reflect and mcgill-crm
Enable Integrations or automations with these events of Reflect and mcgill-crm
Triggers
New Link
Triggers when a new link is created
Actions
Create Note
Creates a Note with supplied HTML or Markdown.
Create Link
Creates a Link inside of Reflect.
Append to Daily Note
Appends text to the daily note
List Graphs
Get a list of all graphs.
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Frequently Asked Questions
To start, connect both your Reflect and mcgill-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in mcgill-crm (or vice versa).
Absolutely. You can customize how Reflect data is recorded in mcgill-crm. This includes choosing which data fields go into which fields of mcgill-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Reflect and mcgill-crm 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 Reflect and mcgill-crm. 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.
About Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
Learn MoreAbout mcgill-crm
Quick and easily coordinate Sales and Marketing of new real estate using McGill CRM. Generate a complete sales contract with electronic signatures in less than 5 minutes.
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