Connect telecrm and Revolut Business to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
List Transactions
List Accounts
List Expenses
Ready to use telecrm and Revolut Business automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
New Transaction Created
Runs when transaction created
Watch Transaction State Change
Notifies on transactions state changes
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
List Transactions
Get transactions with filters
List Accounts
List all accounts details.
List Expenses
View company expenses (only available in Revolut business account).
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Frequently Asked Questions
To start, connect both your telecrm and Revolut Business accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Revolut Business (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Revolut Business. This includes choosing which data fields go into which fields of Revolut Business, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Revolut Business 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 telecrm and Revolut Business. 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.
About Revolut Business
A platform for managing business accounts, payments, expenses and corporate cards.
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