Connect Slite and simple-crm 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 simple-crm
Enable Integrations or automations with these events of Slite and simple-crm
Enable Integrations or automations with these events of Slite and simple-crm
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.
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Frequently Asked Questions
To start, connect both your Slite and simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Slite triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how Slite data is recorded in simple-crm. This includes choosing which data fields go into which fields of simple-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Slite and simple-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 Slite and simple-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 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 simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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