Connect telecrm and Fatoora to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Client
Delete Client
Update Client
Ready to use telecrm and Fatoora 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
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
Create Client
Creates a new client in Fatoora.
Delete Client
Permanently remove a client from Fatoora using their client ID.
Update Client
Updates an existing client's details in Fatoora.
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Frequently Asked Questions
To start, connect both your telecrm and Fatoora accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Fatoora (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Fatoora. This includes choosing which data fields go into which fields of Fatoora, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Fatoora 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 Fatoora. 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 Fatoora
Fatoora is a comprehensive invoicing and billing platform designed to simplify financial management for businesses. It offers features for creating, sending, and tracking invoices, ensuring efficient payment processing and financial reporting.
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