Connect Workiom and Crystal Ball to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Workiom
Choose an Action
Automatically do this!
List Annotations
Create Annotation in Crystal Ball
Delete Annotation
Change Annotation
Enable Integrations or automations with these events of Workiom and Crystal Ball
Enable Integrations or automations with these events of Workiom and Crystal Ball
Actions
Create Record
Create new record in a list.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Workiom and Crystal Ball accounts to viaSocket. Once connected, you can set up a workflow where an event in Workiom triggers actions in Crystal Ball (or vice versa).
Absolutely. You can customize how Workiom data is recorded in Crystal Ball. This includes choosing which data fields go into which fields of Crystal Ball, setting up custom formats, and filtering out unwanted information.
The data sync between Workiom and Crystal Ball 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 Crystal Ball. 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 Workiom
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 MoreAbout Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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