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Connect RotaCloud and ATZ CRM

Integrate RotaCloud with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular RotaCloud + ATZ CRM flows

Start from a real workflow other teams are already running.

Choose a trigger

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RotaCloud

When this happens...

Choose an action

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ATZ CRM

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between RotaCloud and ATZ CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Added

Contact Added

Add a new contact to ATZ CRM.

Candidate Added

Candidate Added

Create a candidate profile in ATZ CRM for tracking and follow-up.

Candidate Updated

Candidate Updated

Update a candidate's details in ATZ CRM.

Candidate Deleted

Candidate Deleted

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Contact Updated

Contact Updated

Add a new contact or update an existing contact in ATZ CRM.

Do thisActions

Action is the task that follows automatically within your RotaCloud integrations.

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect RotaCloud and ATZ CRM?

Sign up for a free viaSocket account, then authorize both your RotaCloud and ATZ CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between RotaCloud and ATZ CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from RotaCloud to ATZ CRM?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ATZ CRM. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where RotaCloud triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in RotaCloud. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between RotaCloud and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire RotaCloud and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.