IntegrationsworkastRaynet CRM
workast + Raynet CRM

Connect workast and Raynet CRM to Build Intelligent Automations

Choose a Trigger

workast

When this happens...

Choose an Action

Raynet CRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Created

New Task Created

Triggers when a new task is created in your Workast account.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

Request a new Trigger for workast

Do thisActions

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

Create a Task

Create a Task

create a task in workast app.

Create a Space

Create a Space

create a new space in workast.

Creates a Subtask

Creates a Subtask

Creates a new subtask on a task.

Update Space

Update Space

Update an existing space.

Create a Tag

Create a Tag

Create a new tag

Add Tag

Add Tag

Add a tag to a task

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Frequently Asked Questions

How do I start an integration between workast and Raynet CRM?

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

Can we customize how data from workast is recorded in Raynet CRM?

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

How often does the data sync between workast and Raynet CRM?

The data sync between workast and Raynet 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 workast to Raynet 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 workast and Raynet CRM?

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

workast

About workast

Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.

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Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

Learn More