Connect Xperiencify and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Student Joins
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Ready to use Xperiencify and webCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Student Joins
Runs when a new student is added in Xperiencify.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Xperiencify integrations.
Add Student to a Course
Add student to a existing course.
Search Student
Retrieve the details of student by its email address.
Update Student Info
Update a student’s details using their email address.
Remove Student From Course
Remove the student from a specific course.
Remove Student From All Course
Remove a student from all courses.
Add Tag to Student
Assign one or more tags to a student.
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Frequently Asked Questions
To start, connect both your Xperiencify and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Xperiencify triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Xperiencify data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Xperiencify and webCRM 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 Xperiencify and webCRM. 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 Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
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