When this happens...

Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
When this happensTriggers
A trigger is an event that starts a workflow.
Add a new contact to ATZ CRM.
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update a candidate's details in ATZ CRM.
Remove a candidate record from ATZ CRM.
Triggered when a contact is deleted from ATZ CRM.
Add a new contact or update an existing contact in ATZ CRM.
Action is the task that follows automatically within your Workzappy integrations.
Create a new task.
Create a new Project.
Create a new phase(sprint) for your project
Create a New tag.
Remove a specific Task.
Enable Organization User.

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To start, connect both your Workzappy and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Workzappy triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Workzappy 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.
The data sync between Workzappy and ATZ CRM 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 Workzappy 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.
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
Learn MoreATZ 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.
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