
When this happens...
New Order Created

Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created.
Triggers when a new contact is created in Liondesk.
Action is the task that follows automatically within your SmartRoutes integrations.
Creates a new order.
Here you will get costumer details.
Can update customer details.
Here you will get all vehicle details.
The order will be deleted by providing order id.
To get all orders.

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To start, connect both your SmartRoutes and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how SmartRoutes data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between SmartRoutes and LionDesk 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 SmartRoutes and LionDesk. 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.
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
Learn MoreLionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn More