webCRM + Doppio

Connect webCRM and Doppio to Build Intelligent Automations

Choose a Trigger

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

Choose an Action

Automatically do this!

Render PDF Direct
Render Screenshot Direct
Render a Screenshot or PDF from a Template

Ready to use webCRM and Doppio automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Activity

Triggers when an activity is created.

New Delivery

Triggers when a new delivery is created.

New Document

Tiggers when a new document is created .

New Opportunity

Triggers when a new opportunity is created.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created .

Do thisActions
Action is the task that follows automatically within your webCRM integrations.

Create Activity

Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.

List All Activities

Retrieves the list of all activities

List All Campaigns

Retrieves the list of all campaigns

List All Documents

Retrieves the list of all documents

List All Events

Retrieves the list of all events

List All Meetings

Retrieves the list of all meetings

We'll help you get started

Our team is all set to help you!

Know More About Webcrm and Doppio Integrations

How viaSocket Works | A Complete Guide

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

Know more

5 Simple Automation Hacks to Make Your Team Free

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

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between webCRM and Doppio?

To start, connect both your webCRM and Doppio accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in Doppio (or vice versa).

Can we customize how data from webCRM is recorded in Doppio?

Absolutely. You can customize how webCRM data is recorded in Doppio. This includes choosing which data fields go into which fields of Doppio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between webCRM and Doppio?

The data sync between webCRM and Doppio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from webCRM to Doppio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between webCRM and Doppio?

Yes, you can set conditional logic to control the flow of data between webCRM and Doppio. 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 webCRM

webCRM helps your sales team with the daily workflow and overview.

CRM

Learn More

About Doppio

Doppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.

Developer Tools Productivity

Learn More

Connect webCRM and Doppio to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use webCRM and Doppio automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Activity

New Delivery

New Document

New Opportunity

New Organization

New Person

Do thisActionsAction is the task that follows automatically within your webCRM integrations.

Create Activity

List All Activities

List All Campaigns

List All Documents

List All Events

List All Meetings

We'll help you get started

Know More About Webcrm and Doppio Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About webCRM

About Doppio

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your webCRM integrations.