Slack

Simplifi by Quicken

Finance, Budgeting

Slack

Zendesk Sell

Sales & CRM

Create integrations between Simplifi by Quicken and Zendesk Sell

Enable Integrations or automations with these events of Simplifi by Quicken and Zendesk Sell

Triggers

Simplifi by Quicken

New Task

Triggers when a new task is created

Simplifi by Quicken

New Note

Triggers when a new note is created

Simplifi by Quicken

New Lead

Triggers when a new lead is created

Simplifi by Quicken

New Deal

Triggers when a new deal is created

Simplifi by Quicken

New Contact

Triggers when a new contact is created

Simplifi by Quicken

Updated Deal

Triggers when a deal is updated

Actions

Simplifi by Quicken

Update a Company

Update a company by its ID

Simplifi by Quicken

Stop Sequence Enrollment

Stops the existing sequence enrollment.

Simplifi by Quicken

Create product in a Catalog

Creates a product in a catalog

Simplifi by Quicken

Find a Task

Find a task by task id

Simplifi by Quicken

Find a Person

Find a person by person ID.

Simplifi by Quicken

Find a Lead

Find a lead by lead ID.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Learn More
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
Learn More
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Slack

About Simplifi by Quicken

Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.

Learn More
Slack

About Zendesk Sell

Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.

Learn More