IntegrationsThanksterCRM.io
Thankster + CRM.io

Connect Thankster and CRM.io to Build Intelligent Automations

Choose a Trigger

Thankster

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Thankster and CRM.io

Enable Integrations or automations with these events of Thankster and CRM.io

Actions

Find or Create User

Find or Create User

Find or Create User By Email

Create Card Project

Create Card Project

Creates a New Card

Apply Image

Apply Image

Apply Your Image in your Template

Order Project

Order Project

Order Your Project

Create Quick Project

Create Quick Project

Create and send a Thankster card project using a selected template, sender and recipient details, and optional custom text and images.

List All lists

List All lists

Retrieves the detail of all lists

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Frequently Asked Questions

How do I start an integration between Thankster and CRM.io?

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

Can we customize how data from Thankster is recorded in CRM.io?

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

How often does the data sync between Thankster and CRM.io?

The data sync between Thankster and CRM.io 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 Thankster to CRM.io?

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 Thankster and CRM.io?

Yes, you can set conditional logic to control the flow of data between Thankster and CRM.io. 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.

Thankster

About Thankster

Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.

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CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

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