Connect Robocorp and Raynet CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Process Run completed
Process Run Unresolved
Process Run Started
Assistant created
Process Created
Task Packages Created
Process Runs Created
Choose an Action
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
Ready to use Robocorp and Raynet CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
Assistant created
Trigger when a Assistant created.
Process Created
Trigger when a Process created.
Task Packages Created
Trigger when a new task packages.
Do thisActions
Action is the task that follows automatically within your Robocorp integrations.
Create Assets
Creates a new asset.
Create Assistant
Creates an new assistant.
Create Asset Upload
Create an asset and add content to it.
Search Assistants
Search assistants.
Search Processes
Search processes in a workspace.
Search Assets
Search assets within a workspace.
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Frequently Asked Questions
To start, connect both your Robocorp and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Robocorp triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Robocorp data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Robocorp and Raynet 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 Robocorp and Raynet 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 Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
Learn MoreAbout Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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