Connect Sanchay Crm and Awork 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!
Get Companies
Create Project
Search Projects
Create Project Type
Create Company
Create Task
Create New Project Role
Assign New User to the Task By Email
Add Member to A Project
Create New Comment on the Project
Create New Task List
Add Task to Task List
Changes the Project of the Task
Create New Type of Work
Create New Role
Create New Team
Add User to Team
Create Checklist Item for Task
Ready to use Sanchay Crm and Awork 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 Project
Triggers when a new project is created.
New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
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 Awork accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Awork (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Awork. This includes choosing which data fields go into which fields of Awork, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Awork 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 Awork. 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 Awork
Awork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
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