Connect relavate and Unifyy CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for relavate
Choose an Action
Automatically do this!
- Request a new Action for Unifyy CRM
Integrate relavate with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your relavate and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in relavate triggers actions in Unifyy CRM (or vice versa).
Absolutely. You can customize how relavate data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.
The data sync between relavate and Unifyy 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 relavate and Unifyy 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 relavate
Relavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners
Learn MoreAbout Unifyy CRM
Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!
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