Connect webCRM and Napkin 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 Napkin
Enable Integrations or automations with these events of webCRM and Napkin
Enable Integrations or automations with these events of webCRM and Napkin
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 Napkin accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in Napkin (or vice versa).
Absolutely. You can customize how webCRM data is recorded in Napkin. This includes choosing which data fields go into which fields of Napkin, setting up custom formats, and filtering out unwanted information.
The data sync between webCRM and Napkin 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 Napkin. 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 Napkin
Napkin is an AI-powered tool designed to help users capture, organize, and connect their ideas seamlessly. It leverages artificial intelligence to enhance creativity and productivity by providing intuitive ways to manage thoughts and insights.
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