Connect Trafft and smarttouch-nexgen-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
Choose an Action
Automatically do this!
- Request a new Action for smarttouch-nexgen-crm
Enable Integrations or automations with these events of Trafft and smarttouch-nexgen-crm
Enable Integrations or automations with these events of Trafft and smarttouch-nexgen-crm
Triggers
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
Actions
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
Know More About Trafft and Smarttouch Nexgen Crm Integrations
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Frequently Asked Questions
To start, connect both your Trafft and smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Trafft triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how Trafft data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Trafft and smarttouch-nexgen-crm 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 smarttouch-nexgen-crm. 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 Trafft
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 MoreAbout smarttouch-nexgen-crm
SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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