Connect Sleekplan and noCRM.io
Integrate Sleekplan with noCRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Sleekplan + noCRM.io flows
Start from a real workflow other teams are already running.
Choose a trigger
Sleekplan
When this happens...
- Request a new Trigger for Sleekplan
Choose an action
noCRM.io
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
List All Comments from Sleekplan when New Lead in Nocrmio
Use this flowCreate Changelog Update in Sleekplan when New Lead in Nocrmio
Use this flowCreate Feedback in Sleekplan when New Lead in Nocrmio
Use this flowUpdate Feedback in Sleekplan when New Lead in Nocrmio
Use this flowSearch User in Sleekplan when New Lead in Nocrmio
Use this flowSearch Post in Sleekplan when New Lead in Nocrmio
Use this flowSearch Changelog Update in Sleekplan when New Lead in Nocrmio
Use this flowNew End user in Sleekplan when New Lead in Nocrmio
Use this flowNew Update from Sleekplan when New Lead in Nocrmio
Use this flowNew NPS Response from Sleekplan when New Lead in Nocrmio
Use this flowSupported Triggers & Actions
Everything you can automate between Sleekplan and noCRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
New Lead Title or Content Changed
Triggers when a lead title or content changed
Do thisActions
Action is the task that follows automatically within your Sleekplan integrations.
List All Comments
Retrieves the list of all comments.
Create Changelog Update
Create an update
Create Feedback
Create a new post
Update Feedback
Update a post
Search User
Retrieves the list of users based on search query string
Search Post
Returns a list of feedback posts based on specified search.
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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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 Sleekplan
Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.
Learn more
About noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sleekplan and noCRM.io 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 Sleekplan and noCRM.io 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 noCRM.io. No coding required.
Yes. You can set up a workflow where Sleekplan triggers actions in noCRM.io, and a separate workflow where noCRM.io triggers actions in Sleekplan. 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 Sleekplan and noCRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sleekplan and noCRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
