
When this happens...
New Customers
New Program
New Offer

Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a customers is added.
Trigger when new program video is uploaded.
Triggers when a Offer is processed for subscriptions, bundles.
Triggers when a new lead is created
Triggers when a new client folder is created
Triggers when a new lead is comment on
Action is the task that follows automatically within your Uscreen integrations.
Creates a new user
Get a Offer
Assigns a bundle or subscription to a customer.
Get a Customer/User Detail by email
Get a Program
Update a User

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To start, connect both your Uscreen and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Uscreen triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Uscreen data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Uscreen and noCRM.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 noCRM.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.
Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.
Learn MorenoCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
Learn More