
When this happens...
New Customer
Update Customer

Automatically do this!
Create Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new customer created.
Triggers when an existing customer is updated.
Action is the task that follows automatically within your Urable integrations.
Retrieves the detail of customer based on email address.
Retrieves the detail of all items.
Creates a new customer
Updates an existing customer
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

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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 Urable and Samvad accounts to viaSocket. Once connected, you can set up a workflow where an event in Urable triggers actions in Samvad (or vice versa).
Absolutely. You can customize how Urable data is recorded in Samvad. This includes choosing which data fields go into which fields of Samvad, setting up custom formats, and filtering out unwanted information.
The data sync between Urable and Samvad 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 Urable and Samvad. 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.
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
Learn MoreSamvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
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