
When this happens...

Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when New Company created.
Trugger when new Quotation is created.
Trigger when new Task created.
Triggers when a new Expense is created.
This action creates a new invoice.
Action is the task that follows automatically within your Workiom integrations.
Create new record in a list.
Create a company in Axonaut via API
Create a Quotation
Create an Event
Create Task
Creates a product.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Workiom and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in Workiom triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how Workiom data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between Workiom and Axonaut 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 Workiom and Axonaut . 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.
Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.
Learn MoreAxonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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