Connect Wildapricot and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Membership Created
New Invoice Is Created
New Payment Arrives
New Event Created
New Refund Created
Membership Is Suspended
Membership Is Enabled
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when New Contact Created
New Membership Created
Runs when new membership is created
New Invoice Is Created
Runs when new invoice is created
New Payment Arrives
Runs when new payment arrives
New Event Created
Runs when a new event is created in your Wild Apricot account
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 a new contact or member to your WildApricot account.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
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Frequently Asked Questions
To start, connect both your Wildapricot and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Wildapricot data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Wildapricot and CRM.io 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 Wildapricot and CRM.io. 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 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.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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