Connect RouteLogic and simple-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
Sending Notifications
Choose an Action
Automatically do this!
- Request a new Action for simple-crm
Enable Integrations or automations with these events of RouteLogic and simple-crm
Enable Integrations or automations with these events of RouteLogic and simple-crm
Triggers
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Task Deleted
Trigger's when a task is deleted.
Sending Notifications
Triggers when a new notifications is sent.
Actions
Create Products Task
Create a new product task.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- 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 Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your RouteLogic and simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how RouteLogic 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.
The data sync between RouteLogic and simple-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 RouteLogic 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.
About RouteLogic
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.
Learn MoreAbout simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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