
When this happens...
New Database Record
Database Record Updated

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List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new database record created.
Triggers when a new database record Updated.
Action is the task that follows automatically within your Softr integrations.
Creates a new user.
Delete a User by its email
Create records in a database tables.
Deletes Database Record By its ID.
Updates Database Record.
Find Database Record by field value.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Softr and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Softr triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Softr data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Softr and CRM.io 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 Softr and CRM.io. 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.
Softr is a no-code platform that allows users to build fully functional web applications and workflows without writing code. It enables the creation of customizable apps with integrated data from various sources, perfect for building websites, internal tools, or customer portals quickly.
Learn MoreCRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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