Integrate noCRM.io with Refiner
Send information between noCRM.io and Refiner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate noCRM.io and Refiner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New unassigned lead
Triggers when a lead is created and unassigned
Manual trigger
Triggers according to the conditions set up manually in noCRM.io
Lead deleted
Triggers when a lead is deleted
Updated lead status
Triggers when a lead is updated to the selected status
Updated lead step
Triggers when a lead is updated to the selected step
New lead
Triggers when a new lead is created
Updated lead content
Triggers when the content of a lead is updated
Survey response received
Triggers when a new survey response is received
Segment entered by user
Triggers when a user enters a segment
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create row
Create a new row for the specified prospect
Add amount and probability
Adds the amount and probability details for a lead
Add comment
Adds a new comment to the specified lead
Update lead step
Updates the step of the specified lead
Update lead status
Updates the status of the specified lead
Add tags
Adds tags to the specified lead
Fetch prospecting list
Fetches a prospecting list by title
Fetch lead
Fetches a lead by email
Track event
Tracks a user event using user ID and event name
What is Refiner?
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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