Add webCRM to Your Product
Give your customers access to webCRM from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage webCRM Integrations
Add webCRM to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their webCRM accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate webCRM connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported webCRM actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by webCRM.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer webCRM integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for webCRM
What You Can Do with webCRM
Explore available actions to let your product & agents interact with webCRM.
- Create ActivityCreates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
- List All ActivitiesRetrieves the list of all activities
- List All CampaignsRetrieves the list of all campaigns
- List All DocumentsRetrieves the list of all documents
- List All EventsRetrieves the list of all events
- List All MeetingsRetrieves the list of all meetings
- List All MilestonesRetrieves the list of all milestones
- List All OpportunitiesRetrieves the list of all opportunities
- List All OrganisationsRetrieves the list of all organisations
Respond to Events in webCRM
Use triggers to let your product & agents respond to events from connected webCRM accounts.
- New Activity Is CreatedRuns when new activity is created
- New DeliveryRuns when a new delivery is created.
- New Document CreatedRuns when new document is created
- New Opportunity CreatedRuns when new opportunity is created.
- New OrganizationTriggers when a new organization is created.
- New Person CreatedRuns when a new person is created
- New Product CreatedRuns when new product is created
- New Support CaseRuns when new support case is created
- Activity UpdatedRuns when Activity Updated
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding webCRM to your product & agents
Find answers to common questions about integrating webCRM into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate webCRM into my product & agents?
You can use viaSocket to add webCRM integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own webCRM accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own webCRM account.
Can I offer webCRM integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect webCRM with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with webCRM and other supported services.
How do I execute actions in webCRM?
Use viaSocket's supported actions and APIs to perform operations in connected webCRM accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from webCRM?
Yes. You can use supported triggers and webhooks to receive events from webCRM and respond within your product & agents.
Bring webCRM Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding