Connect Sanchay Crm and Apex27 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created
Choose an Action
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
Ready to use Sanchay Crm and Apex27 automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create New User
Create a new user in CRM
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Apex27 accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Apex27 (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Apex27. This includes choosing which data fields go into which fields of Apex27, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Apex27 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 Sanchay Crm and Apex27. 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 Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
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