
When this happens...
New Activity
New Delivery
New Document
New Opportunity
New Organization
New Person
New Product
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Updated
Product Updated
Support Case Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an activity is created.
Triggers when a new delivery is created.
Tiggers when a new document is created .
Triggers when a new opportunity is created.
Triggers when a new organization is created.
Triggers when a new person is created .
Action is the task that follows automatically within your webCRM integrations.
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
Retrieves the list of all activities
Retrieves the list of all campaigns
Retrieves the list of all documents
Retrieves the list of all events
Retrieves the list of all meetings

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 webCRM and AI Studios by Deep Brain accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in AI Studios by Deep Brain (or vice versa).
Absolutely. You can customize how webCRM data is recorded in AI Studios by Deep Brain . This includes choosing which data fields go into which fields of AI Studios by Deep Brain , setting up custom formats, and filtering out unwanted information.
The data sync between webCRM and AI Studios by Deep Brain 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 webCRM and AI Studios by Deep Brain . 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.
DEEPBRAIN AI is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It focuses on enhancing business processes, improving customer interactions, and driving efficiency through AI-driven tools and applications.
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