Connect RotaCloud and simple-crm to Build Intelligent Automations

Choose a Trigger

RotaCloud

When this happens...

Choose an Action

simple-crm

Automatically do this!

Enable Integrations or automations with these events of RotaCloud and simple-crm

Enable Integrations or automations with these events of RotaCloud and simple-crm

Actions

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.

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Frequently Asked Questions

How do I start an integration between RotaCloud and simple-crm?

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

Can we customize how data from RotaCloud is recorded in simple-crm?

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

How often does the data sync between RotaCloud and simple-crm?

The data sync between RotaCloud and simple-crm 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 RotaCloud to simple-crm?

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 RotaCloud and simple-crm?

Yes, you can set conditional logic to control the flow of data between RotaCloud and simple-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.