Zoho CRM

CRM (Customer Relationship Management)

Way We Do

Productivity, App Builder

Integrations Zoho CRM Way We Do

Create integrations between Zoho CRM and Way We Do

Search a record in Zoho-crm when New Comment in Way We Do

Update a lead in Zoho-crm when New Comment in Way We Do

Create a Note in Zoho-crm when New Comment in Way We Do

Create a lead in Zoho-crm when New Comment in Way We Do

Search a record in Zoho-crm when Checklist Started in Way-we-do

Update a lead in Zoho-crm when Checklist Started in Way-we-do

Create a Note in Zoho-crm when Checklist Started in Way-we-do

Create a lead in Zoho-crm when Checklist Started in Way-we-do

Search a record in Zoho-crm when Checklist Step Completed in Way We Do

Update a lead in Zoho-crm when Checklist Step Completed in Way We Do

Actions and Triggers

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Triggers when a procedure has been accepted.

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

Checklist Finished

Triggers when a checklist instance is finished.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

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5 Simple Automation Hacks to make your Team free.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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About Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

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