
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new activity is created
Runs when a new delivery is created.
Runs when new document is created
Runs when new opportunity is created.
Triggers when a new organization is created.
Runs when a new person is created
Action is the task that follows automatically within your webCRM integrations.
Creates a new activity with a date, assignee, description, and optional links to an 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

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To start, connect both your webCRM and AISEO accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in AISEO (or vice versa).
Absolutely. You can customize how webCRM data is recorded in AISEO. This includes choosing which data fields go into which fields of AISEO, setting up custom formats, and filtering out unwanted information.
The data sync between webCRM and AISEO 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 AISEO. 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.
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