Connect webCRM and Maestra to Build Intelligent Automations

Choose a Trigger

webCRM

When this happens...

Choose an Action

Maestra

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when an activity is created.

New Delivery

New Delivery

Triggers when a new delivery is created.

New Document

New Document

Tiggers when a new document is created .

New Opportunity

New Opportunity

Triggers when a new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

New Person

New Person

Triggers when a new person is created .

Do thisActions

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

List All Activities

List All Activities

Retrieves the list of all activities

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Documents

List All Documents

Retrieves the list of all documents

List All Events

List All Events

Retrieves the list of all events

List All Meetings

List All Meetings

Retrieves the list of all meetings

List All Milestones

List All Milestones

Retrieves the list of all milestones

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Frequently Asked Questions

How do I start an integration between webCRM and Maestra?

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

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

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

How often does the data sync between webCRM and Maestra?

The data sync between webCRM and Maestra 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 Maestra?

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 Maestra?

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

webCRM

About webCRM

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

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Maestra

About Maestra

Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.

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