Connect Sanchay Crm and Giddh 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 Invoice
Create Customer
Create Address
Find Company
Create Group
Delete Group
Create Branch
Search Invoice
Download Invoice by Account Unique Name
Export Ledger
Search Ledger
Get An Account Balance
Create Credit Note
List All Customers
List Accounts
Get Credit Notes
Export Sales Register
Ready to use Sanchay Crm and Giddh 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 Ledger Entry Created
Runs when ledger entry created
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 Giddh accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Giddh (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Giddh. This includes choosing which data fields go into which fields of Giddh, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Giddh 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 Giddh. 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 Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
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