Connect Taskworld and Raynet CRM to Build Intelligent Automations

Choose a Trigger

Taskworld

When this happens...

Choose an Action

Raynet CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

Request a new Trigger for Taskworld

Do thisActions

Action is the task that follows automatically within your Taskworld integrations.

Create Tag

Create Tag

Adds a new tag to the selected Taskworld workspace.

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

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Frequently Asked Questions

How do I start an integration between Taskworld and Raynet CRM?

To start, connect both your Taskworld and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Taskworld triggers actions in Raynet CRM (or vice versa).

Can we customize how data from Taskworld is recorded in Raynet CRM?

Absolutely. You can customize how Taskworld data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Taskworld and Raynet CRM?

The data sync between Taskworld and Raynet CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Taskworld to Raynet CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Taskworld and Raynet CRM?

Yes, you can set conditional logic to control the flow of data between Taskworld and Raynet 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.

Taskworld

About Taskworld

Receive your Taskworld notifications in any app and collaborate more effectively!

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Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

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