
When this happens...
New Creation
Updated Creation

Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new creation is created.
Triggered when an existing creation is updated.
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Action is the task that follows automatically within your Starryai integrations.
Creates a new creation.
Creates a new Person or Organisation.
Update an existing opportunity
Get a list of all tasks
Adds a Note to an Entity.
Creates a new Opportunity.

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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 Starryai and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Starryai triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Starryai data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Starryai and Capsule 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 Starryai and Capsule 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.
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Learn MoreCRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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