Connect Slite and mobicrm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Slite
Choose an Action
Automatically do this!
- Request a new Action for mobicrm
Enable Integrations or automations with these events of Slite and mobicrm
Enable Integrations or automations with these events of Slite and mobicrm
Actions
Search Docs
Performs a search using keywords in the docs you have access to.
Fetch Doc
Returns a readable Doc by ID.
Create Doc
Creates a doc inside a parent doc or private channel.
Fetch Sub Docs
Returns a paginated list of sub docs.
Replace Doc
Replaces the entire content and/or title of a doc.
Update Doc
Updates a specific part of a doc.
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 Slite and mobicrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Slite triggers actions in mobicrm (or vice versa).
Absolutely. You can customize how Slite data is recorded in mobicrm. This includes choosing which data fields go into which fields of mobicrm, setting up custom formats, and filtering out unwanted information.
The data sync between Slite and mobicrm 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 Slite and mobicrm. 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 Slite
Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.
Learn MoreAbout mobicrm
MobiCRM is a smartphone-first CRM, designed for your itinerant sales force, offering prospection tools, contacts management, and calendar synchronization.
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