Connect Rootly and CRM.io to Build Intelligent Automations

Choose a Trigger

Rootly

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Rootly and CRM.io

Enable Integrations or automations with these events of Rootly and CRM.io

Actions

Create Incident

Create Incident

Creates Incident.

Create Pulse

Create Pulse

Creates a Pulse.

Create Alert

Create Alert

Creates a new alert

List All lists

List All lists

Retrieves the detail of all lists

Search List by Name

Search List by Name

Retrieves the detail of lists by name

List All Tags

List All Tags

Retrieves the detail of all tags

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Frequently Asked Questions

How do I start an integration between Rootly and CRM.io?

To start, connect both your Rootly and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Rootly triggers actions in CRM.io (or vice versa).

Can we customize how data from Rootly is recorded in CRM.io?

Absolutely. You can customize how Rootly data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Rootly and CRM.io?

The data sync between Rootly and CRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Rootly to CRM.io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Rootly and CRM.io?

Yes, you can set conditional logic to control the flow of data between Rootly and CRM.io. 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.

Rootly

About Rootly

Rootly is an incident management platform that helps teams efficiently respond to and resolve incidents. It offers features like automation, incident tracking, and real-time collaboration to improve the incident response process.

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CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

Learn More