Connect webCRM and Kite to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for Kite
Enable Integrations or automations with these events of webCRM and Kite
Enable Integrations or automations with these events of webCRM and Kite
Triggers
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
Actions
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
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Frequently Asked Questions
To start, connect both your webCRM and Kite accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in Kite (or vice versa).
Absolutely. You can customize how webCRM data is recorded in Kite. This includes choosing which data fields go into which fields of Kite, setting up custom formats, and filtering out unwanted information.
The data sync between webCRM and Kite 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 Kite. 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 Kite
Kite is a cutting-edge trading platform developed by Zerodha, designed to provide users with a seamless and efficient trading experience. It offers a user-friendly interface, advanced charting tools, and real-time market data to help traders make informed decisions. With Kite, users can trade in stocks, commodities, and currencies with ease, leveraging its robust features and integrations.
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