Connect Thankster and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thankster
Choose an Action
Automatically do this!
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person
Triggers when a new person is created .
Do thisActions
Action is the task that follows automatically within your Thankster integrations.
Find or Create User
Find or Create User By Email
Create Card
Creates a New Card
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
Create Quick Project
Create Your Own Project.
List All Activities
Retrieves the list of all activities
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Frequently Asked Questions
To start, connect both your Thankster and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Thankster triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Thankster data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Thankster and webCRM 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 Thankster and webCRM. 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 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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