Connect webCRM and Gist
Integrate webCRM with Gist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
test when New Activity Is Created in webCRM
Add Tag to an Existing Contact in Gist when New Activity Is Created in webCRM
Remove Tag From Existing Contact in Gist when New Activity Is Created in webCRM
Subscribe to Campaign in Gist when New Activity Is Created in webCRM
Unsubscribe From a Campaign in Gist when New Activity Is Created in webCRM
Popular webCRM + Gist flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
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
Choose an action
Gist
Automatically do this!
test
Add Tag to an Existing Contact
Remove Tag From Existing Contact
Subscribe to Campaign
Unsubscribe From a Campaign
Find a Contact
test when New Activity Is Created in webCRM
Use this flowAdd Tag to an Existing Contact in Gist when New Activity Is Created in webCRM
Use this flowRemove Tag From Existing Contact in Gist when New Activity Is Created in webCRM
Use this flowSubscribe to Campaign in Gist when New Activity Is Created in webCRM
Use this flowUnsubscribe From a Campaign in Gist when New Activity Is Created in webCRM
Use this flowFind a Contact in Gist when New Activity Is Created in webCRM
Use this flowtest when New Delivery in webCRM
Use this flowAdd Tag to an Existing Contact in Gist when New Delivery in webCRM
Use this flowSubscribe to Campaign in Gist when New Delivery in webCRM
Use this flowUnsubscribe From a Campaign in Gist when New Delivery in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Gist.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an 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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and Gist accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between webCRM and Gist as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Gist. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in Gist, and a separate workflow where Gist triggers actions in webCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between webCRM and Gist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and Gist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
