Connect sinao and Flexie CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for sinao
Choose an Action
Automatically do this!
- Request a new Action for Flexie CRM
Enable Integrations or automations with these events of sinao and Flexie CRM
Enable Integrations or automations with these events of sinao and Flexie CRM
Actions
Create an Organization
Create an organization.
Create or Edit an Invoice
Create or Edit an invoice with an amount in TTC/HT.
Create a Product/Service
Createa product/service.
Create a Client
Create a Client.
Update a Client
Update a Client.
Update a Product/Service
Update a product/service.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your sinao and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in sinao triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how sinao data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between sinao and Flexie CRM 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 sinao and Flexie CRM. 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 Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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