Connect Runo CRM and Easybill to Build Intelligent Automations

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Runo CRM

When this happens...

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Easybill

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

Project Deleted

Project Deleted

Triggered when an project is deleted in Easybill.

New Task Created

New Task Created

Triggered when a new Task is created in Easybill.

Task Updated

Task Updated

Triggered when a Task is updated in Easybill.

Do thisActions

Action is the task that follows automatically within your Runo CRM integrations.

Create Allocation

Create Allocation

Creates a new allocation

Get process

Get process

Retrieve all processes configured in Runo CRM.

Create Customer

Create Customer

Create a customer in a accout

Delete Customer

Delete Customer

Delete a Customer from account

Update Customer

Update Customer

Update a customer in a account.

Create Customer Groups

Create Customer Groups

Creates Customer Groups in a account.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Runo CRM and Easybill 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 Easybill?

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 Easybill?

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

Runo CRM

About Runo CRM

Runo CRM is a calling and sales focused mobile CRM.

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Easybill

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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