Integrate Mercately with Worksnaps
Send information between Mercately and Worksnaps automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Mercately and Worksnaps using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
User created
Triggers when a new user is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
Fetch deal by ID
Fetches the details of an existing deal using ID
Create task
Creates a new task
Create time entry
Creates a new offline time entry for the specified user
Create task assignment
Creates a new task assignment
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update time entry
Updates the details of an existing time entry
Fetch user
Fetches the details of an existing user using ID
Fetch time entry
Fetches the details of an existing time entry using ID
Fetch task
Fetches the details of an existing task using ID
Fetch project
Fetches the details of an existing project using ID
Fetch task assignment
Fetches the details of an existing task assignment using ID
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
What is Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
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Webhook triggers
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