Connect Samvad and Arihant PLUS to Build Intelligent Automations

Choose a Trigger

Samvad

When this happens...

Choose an Action

Arihant PLUS

Automatically do this!

Enable Integrations or automations with these events of Samvad and Arihant PLUS

Enable Integrations or automations with these events of Samvad and Arihant PLUS

Actions

Create Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

Get Order Trail

Get Order Trail

Get order trail and status

Get Holdings

Get Holdings

Fetch Demat holdings and P&L

Get Account Funds

Get Account Funds

View available account funds

Place Order

Place Order

Place stock or F&O order

Get Orders

Get Orders

Fetch order book or status

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Frequently Asked Questions

How do I start an integration between Samvad and Arihant PLUS?

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

Can we customize how data from Samvad is recorded in Arihant PLUS?

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

How often does the data sync between Samvad and Arihant PLUS?

The data sync between Samvad and Arihant PLUS 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 Samvad to Arihant PLUS?

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 Samvad and Arihant PLUS?

Yes, you can set conditional logic to control the flow of data between Samvad and Arihant PLUS. 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.

Samvad

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

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Arihant PLUS

About Arihant PLUS

Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.

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