Connect Remote Retrieval and workamajig 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 workamajig
Enable Integrations or automations with these events of Remote Retrieval and workamajig
Enable Integrations or automations with these events of Remote Retrieval and workamajig
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 workamajig accounts to viaSocket. Once connected, you can set up a workflow where an event in Remote Retrieval triggers actions in workamajig (or vice versa).
Absolutely. You can customize how Remote Retrieval data is recorded in workamajig. This includes choosing which data fields go into which fields of workamajig, setting up custom formats, and filtering out unwanted information.
The data sync between Remote Retrieval and workamajig 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 workamajig. 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 workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
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