
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer

Automatically do this!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a appointment is booked in Trafft.
Triggered when an appointment is canceled in Trafft.
Triggered when an existing appointment is rescheduled in Trafft.
Triggered when an existing appointment status is changed in Trafft.
Triggers when a customer is created in Trafft.
Triggers when a contact is created in Moskit.
Action is the task that follows automatically within your Trafft integrations.
Creates a new bookings in Trafft.
Retrieves a list of all services.
Create's a new customer.
Create note in deal.
Add note in Project
Archive a Project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Trafft and Moskit accounts to viaSocket. Once connected, you can set up a workflow where an event in Trafft triggers actions in Moskit (or vice versa).
Absolutely. You can customize how Trafft data is recorded in Moskit. This includes choosing which data fields go into which fields of Moskit, setting up custom formats, and filtering out unwanted information.
The data sync between Trafft and Moskit 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 Trafft and Moskit. 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.
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn MoreMoskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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