Connect Skyvern and Raynet CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Skyvern Workflow
Choose an Action
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Skyvern Workflow
Triggers when a new workflow is created or updated in Skyvern.
Trigger Record
Triggers when a record is updated , created or deleted
Do thisActions
Action is the task that follows automatically within your Skyvern integrations.
Run a Workflow
Run the workflows you build in Skyvern.
Get a Workflow
Get past Skyvern workflow runs into your workflow.
Create and Run a Task V2
Create and run a complicated goal.
Create and Run a Task
Create and run a single-goal automation.
Get a Task
Get past tasks run into your workflow.
Modifying Call
Modifying call data
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Frequently Asked Questions
To start, connect both your Skyvern and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Skyvern triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Skyvern data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Skyvern and Raynet 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 Skyvern and Raynet 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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn MoreAbout Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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