Connect Uscreen and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Program
New Offer
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Uscreen and CRM.io automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is added to your storefront.
New Program
Trigger when new program video is uploaded.
New Offer
Triggers when a Offer is processed for subscriptions, bundles.
Do thisActions
Action is the task that follows automatically within your Uscreen integrations.
Create User
Creates a new user
Get a Offer
Get a Offer
Assign User Access
Assigns a bundle or subscription to a customer.
Get User Detail by Email
Get a Customer/User Detail by email
Get a Program
Get a Program
Update a User
Update a User
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Frequently Asked Questions
To start, connect both your Uscreen and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Uscreen triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Uscreen 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.
The data sync between Uscreen and CRM.io 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 Uscreen 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.
About Uscreen
Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.
Learn MoreAbout 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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