Connect simple-crm and Elasticsearch to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for simple-crm
Choose an Action
Automatically do this!
Create Document
Create Document ( without selecting index)
Bulk Add Documents to an index
Delete Index
Create Index
Search (Fuzzy search)
Update Document
Bulk update documents
Bulk delete documents
Bulk Add Documents With Document Id
Enable Integrations or automations with these events of simple-crm and Elasticsearch
Enable Integrations or automations with these events of simple-crm and Elasticsearch
Actions
Create Document
create a doc
Create Document ( without selecting index)
index name is inside the document
Bulk Add Documents to an index
add many documents in one go
Delete Index
delete an index
Create Index
create an index
Search (Fuzzy search)
fuzzy search
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your simple-crm and Elasticsearch accounts to viaSocket. Once connected, you can set up a workflow where an event in simple-crm triggers actions in Elasticsearch (or vice versa).
Absolutely. You can customize how simple-crm data is recorded in Elasticsearch. This includes choosing which data fields go into which fields of Elasticsearch, setting up custom formats, and filtering out unwanted information.
The data sync between simple-crm and Elasticsearch 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 simple-crm and Elasticsearch. 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 simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
Learn MoreAbout Elasticsearch
Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.
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