Connect seven and Sanchay Crm
Integrate seven with Sanchay Crm to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular seven + Sanchay Crm flows
Start from a real workflow other teams are already running.
Choose a trigger
seven
When this happens...
Incoming SMS
Incoming call
Choose an action
Sanchay Crm
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Add Contact to Sanchay CRM when Incoming SMS via Seven
Use this flowView Lead Contacts in Sanchay CRM when Incoming SMS via Seven
Use this flowCreate Task in Sanchay CRM when Incoming SMS via Seven
Use this flowCreate Product in Sanchay CRM when Incoming SMS via Seven
Use this flowCreate New User in Sanchay CRM when Incoming SMS via Seven
Use this flowInsert or Update Data With Linking Module in Sanchay CRM when Incoming SMS via Seven
Use this flowGet Module Fields from Sanchay CRM when Incoming SMS via Seven
Use this flowUpdate Ticket in Sanchay CRM when Incoming SMS via Seven
Use this flowAdd Contact to Sanchay CRM when Incoming call in Seven
Use this flowView Lead Contacts in Sanchay CRM when Incoming call in Seven
Use this flowSupported Triggers & Actions
Everything you can automate between seven and Sanchay Crm.
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
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 seven integrations.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
Lookup Number Format
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
Register Webhook
To Register the webhook
Send SMS
Send an SMS to one or more recipients.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your seven and Sanchay Crm accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between seven and Sanchay Crm as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sanchay Crm. No coding required.
Yes. You can set up a workflow where seven triggers actions in Sanchay Crm, and a separate workflow where Sanchay Crm triggers actions in seven. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between seven and Sanchay Crm. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire seven and Sanchay Crm integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
