
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

Automatically do this!
Enable Integrations or automations with these events of webCRM and humanity
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 .
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
Retrieves the list of all milestones

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 humanity accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in humanity (or vice versa).
Absolutely. You can customize how webCRM data is recorded in humanity. This includes choosing which data fields go into which fields of humanity, setting up custom formats, and filtering out unwanted information.
The data sync between webCRM and humanity 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 humanity. 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.
TCP Software's dynamic scheduling tool, Humanity, simplifies day-to-day employee management processes. With Humanity Scheduling, your organization can easily and accurately create error-free, dynamic schedules for your staff by location, department, position, and/or skills—with real-time availability conflict checking.
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