Connect telecrm and Giddh to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Invoice
Create Customer
Create Address
Find Company
Create Group
Delete Group
Create Branch
Search Invoice
Download Voucher PDF
Export Ledger
Search Ledger
Get An Account Balance
Create Credit Note
List All Customers
List Accounts
Get Credit Notes
Export Sales Register
Bulk Export Voucher of an Account
Bulk Export Vouchers
Get Detailed Sales Register
List Vouchers
Ready to use telecrm and Giddh 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 Ledger Entry Created
Automatically updates your Giddh account with the latest ledger entries.
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 Invoice
Generates a new invoice in Giddh.
Create Customer
Creates a Customer or Account.
Create Address
Create Address in Your Account
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Frequently Asked Questions
To start, connect both your telecrm and Giddh accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Giddh (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Giddh. This includes choosing which data fields go into which fields of Giddh, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Giddh 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 Giddh. 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 Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
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