Connect Wildapricot and ATZ CRM to Build Intelligent Automations

Choose a Trigger

Wildapricot

When this happens...

Choose an Action

ATZ CRM

Automatically do this!

Ready to use Wildapricot and ATZ CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Runs when New Contact Created

New Membership Created

New Membership Created

Runs when new membership is created

New Invoice Is Created

New Invoice Is Created

Runs when new invoice is created

New Payment Arrives

New Payment Arrives

Runs when new payment arrives

New Event Created

New Event Created

Runs when a new event is created in your Wild Apricot account

New Refund Created

New Refund Created

Runs when a new refund is created

Do thisActions

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

Add Contact

Add Contact

Add a new contact or member to your WildApricot account.

Create Candidate

Create Candidate

Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.

Update candidate

Update candidate

Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.

Create Contact

Create Contact

Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.

Update Contact

Update Contact

Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).

Create Organization

Create Organization

Create a new organization record in ATZ CRM with name, website, location, owner, tags, and other details.

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Frequently Asked Questions

How do I start an integration between Wildapricot and ATZ CRM?

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

Can we customize how data from Wildapricot is recorded in ATZ CRM?

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

How often does the data sync between Wildapricot and ATZ CRM?

The data sync between Wildapricot and ATZ CRM 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 Wildapricot to ATZ CRM?

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 Wildapricot and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Wildapricot and ATZ CRM. 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.

Wildapricot

About Wildapricot

Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

Learn More