Connect telecrm and Cobot to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Get Memberships
List booking categories for a space
List upcoming bookings for member
List recent bookings for member
List remaining booking credits for a member
List check-ins for entire space
List invoices
List Open Invoices
Get a questionnaire
List answers for a member
List members
List payment methods
List plans
List Resources
Ready to use telecrm and Cobot 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
Booking Created
Triggers when a booking is made.
Booking Will Begin
Triggers when a booking is about to begin.
Event Published
Triggers when an admin publishes an event.
Invoice Created
Triggers when an invoice is created.
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
Get Memberships
Listthe current members of a space.
List booking categories for a space
List all booking calendar resources categories of a space.
List upcoming bookings for member
Get a list of upcoming bookings for a member.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Know More About Telecrm and Cobot Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your telecrm and Cobot accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Cobot (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Cobot. This includes choosing which data fields go into which fields of Cobot, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Cobot 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 Cobot. 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 Cobot
Cobot is a comprehensive management tool designed for coworking spaces. It helps streamline operations, manage memberships, and enhance community engagement.
Learn More
