Connect Remote Retrieval and Flexie CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Remote Retrieval
Choose an Action
Automatically do this!
- Request a new Action for Flexie CRM
Enable Integrations or automations with these events of Remote Retrieval and Flexie CRM
Enable Integrations or automations with these events of Remote Retrieval and Flexie CRM
Actions
Find Orders
Get orders matching filters
Create Retrieval Order
Request device pickup
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Frequently Asked Questions
To start, connect both your Remote Retrieval and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Remote Retrieval triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how Remote Retrieval data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Remote Retrieval and Flexie 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 Remote Retrieval and Flexie 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 Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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