Connect Runn and Flexie CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Runn
Choose an Action
Automatically do this!
- Request a new Action for Flexie CRM
Enable Integrations or automations with these events of Runn and Flexie CRM
Enable Integrations or automations with these events of Runn and Flexie CRM
Actions
Create project
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create client
Create a new client in Runn using a name and optional website.
Create Person
Add a person to Runn so they can be assigned a role, team, and schedule.
Create role
Create a new role in Runn to assign to people and projects.
Create skill
Add a new skill to Runn so you can assign and track expertise.
Assign person to project
Add a person to a project for selected dates with daily time, role, and billable status.
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Frequently Asked Questions
To start, connect both your Runn and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Runn triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how Runn data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Runn and Flexie 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 Runn and Flexie 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 Runn
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
Learn MoreAbout Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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