Connect roger and wise agent crm to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for roger
Choose an Action
Automatically do this!
- Request a new Action for wise agent crm
Integrate roger 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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
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Frequently Asked Questions
To start, connect both your roger and wise agent crm accounts to viaSocket. Once connected, you can set up a workflow where an event in roger triggers actions in wise agent crm (or vice versa).
Absolutely. You can customize how roger data is recorded in wise agent crm. This includes choosing which data fields go into which fields of wise agent crm, setting up custom formats, and filtering out unwanted information.
The data sync between roger and wise agent 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 roger and wise agent 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 roger
Roger is the all-in-one professional communication & collaboration tool. Get your projects moving with anyone.
Learn MoreAbout wise agent crm
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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