Connect Runo CRM and docsgenflow to Build Intelligent Automations

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Runo CRM

When this happens...

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docsgenflow

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Enable Integrations or automations with these events of Runo CRM and docsgenflow

Enable Integrations or automations with these events of Runo CRM and docsgenflow

Actions

Create Allocation

Create Allocation

Creates a new allocation.

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Frequently Asked Questions

How do I start an integration between Runo CRM and docsgenflow?

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

Can we customize how data from Runo CRM is recorded in docsgenflow?

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

How often does the data sync between Runo CRM and docsgenflow?

The data sync between Runo CRM and docsgenflow 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 Runo CRM to docsgenflow?

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 Runo CRM and docsgenflow?

Yes, you can set conditional logic to control the flow of data between Runo CRM and docsgenflow. 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.