Connect RotaCloud and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for RotaCloud
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Enable Integrations or automations with these events of RotaCloud and CRM.io
Enable Integrations or automations with these events of RotaCloud and CRM.io
Actions
Update User
Update an existing user by user id
Delete a User
Delete an existing user by user id
Create Shift
Creates a shift within RotaCloud.
Create Role
Creates a role within RotaCloud.
Create Location
Creates a location within RotaCloud.
Create Leave
Creates leave within RotaCloud.
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Frequently Asked Questions
To start, connect both your RotaCloud and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in RotaCloud triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how RotaCloud 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.
The data sync between RotaCloud and CRM.io 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 RotaCloud 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.
About RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
Learn MoreAbout 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.
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