Connect Sanchay Crm and Remote Retrieval 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!
Find Orders
Create Retrieval Order
Ready to use Sanchay Crm and Remote Retrieval 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
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
Get Module Fields
Get all fields in a module
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Remote Retrieval accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Remote Retrieval (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Remote Retrieval. This includes choosing which data fields go into which fields of Remote Retrieval, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Remote Retrieval 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 Remote Retrieval. 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.
