
When this happens...

Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a customer is updated.
Trigger when a new supplier is created.
Triggers when a supplier is updated.
Triggers when a new contact is created.
Triggers when a contact is updated
Action is the task that follows automatically within your Synthflow AI integrations.
Creates a SMS action
Creates a transfer call action
Creates an action of type information extractor yes no
Creates an action for open questions
Initiates a real-time voice call through the AI assistant.
Retrieve the list of all users

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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 Synthflow AI and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Synthflow AI triggers actions in karlia (or vice versa).
Absolutely. You can customize how Synthflow AI data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Synthflow AI and karlia 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 Synthflow AI and karlia. 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.
Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
Learn MoreKarlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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