Connect Sanchay Crm and Unify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Ready to use Sanchay Crm and Unify automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
Interface Checkpoint Created
Triggers when a interface checkpoint is created.
New Tab
Triggers when a new tab is created in a specific interface.
New Tile
Triggers when a new tile is created in a specific tab.
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
Create Assistant
Create a new assistant.
Update an Assistant
Update assistant configuration.
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Unify accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Unify (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Unify. This includes choosing which data fields go into which fields of Unify, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Unify 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 Unify. 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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
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