Connect Sanchay Crm and Moveo AI 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 AI Agent
Update AI Agent
Delete AI Agent
Add Dialog
Create collection
Update Collection
Delete Collection
Add Entity
Update Entity
Delete Entity
Update a Dialog
Delete Dialog
Ready to use Sanchay Crm and Moveo AI 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 Collection
Triggers when a new collection is created.
New Dialogs
Triggers when a new dialog is 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 Moveo AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Moveo AI (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Moveo AI. This includes choosing which data fields go into which fields of Moveo AI, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Moveo AI 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 Moveo AI. 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 Moveo AI
Moveo AI is a cutting-edge platform that leverages artificial intelligence to enhance business operations and customer interactions. It offers AI-driven solutions to automate processes, improve decision-making, and provide personalized customer experiences.
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