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Automate when something happens in smarttouch-nexgen-crm
Login -> Create new flow -> Select trigger -> Search smarttouch-nexgen-crm -> Choose the trigger from the list
Take action in smarttouch-nexgen-crm when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search smarttouch-nexgen-crm -> Choose the action from the list
Trigger
Action
See how smarttouch-nexgen-crm integrates with popular apps to automate tasks and streamline your workflow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Common automations include creating or updating contacts from lead sources, routing leads to reps, starting buyer nurture sequences, auto-assigning tasks, syncing deal stages to reporting tools, and delivering documents to brokers. viaSocket can also add AI-enabled steps — for example, auto-summarizing lead conversations or suggesting next actions using your AI models.
Basic automations (lead capture and routing) can be set up in hours using templates. More advanced flows that include enrichment, AI steps, or multi-app orchestration typically take a few days. viaSocket is no-code, so business users can build and adjust flows without developers.
Typical triggers include new lead, lead update, status/stage change, and notes or task creation. Common actions are create/update contact, add a task or reminder, send email/SMS, move a deal stage, and push data to other apps or reporting systems.
Yes. viaSocket connects through secure API credentials and encrypts data in transit. Access is controlled by the credentials you provide and by role-based permissions in your systems. We recommend using dedicated API keys and reviewing access regularly.
SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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