Connect YCloud and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for YCloud
Choose an Action
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use YCloud and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your YCloud integrations.
Send an Email
Send an email to the customers
Retrieve balance
Get balance from ycloud.
List Unsubscribers
Get all unsubscribers from ycloud.
List Voice Records
Get all Voice Records from ycloud.
List WhatsApp Business Accounts
Get all WhatsApp business accounts from ycloud.
List WhatsApp Business Phone Numbers
Get all WhatsApp business phone numbers from ycloud.
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Frequently Asked Questions
To start, connect both your YCloud and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in YCloud triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how YCloud data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between YCloud and Sanchay 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 YCloud and Sanchay 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.
About YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
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