K Factors + 1CRM Integrations
How to connect K Factors + 1CRM
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New NotificationTriggers when a new notification is created.Trigger- Get Widget DataGets widget dataAction
- Post Widget DataPosts data to widgetAction
New or Updated AccountTriggers when an account is created or updated.Trigger- New or Updated ContactTriggers when a contact is created or updated.Trigger
- New or Updated InvoiceTriggers when an invoice is created or updated.Trigger
- New or Updated LeadTriggers when a lead is created or updated.Trigger
- New or Updated OpportunityTriggers when an opportunity is created or updated.Trigger
- 1CRM
Triggers when a payment is created or updated.
Instant
Trigger
- 1CRM
Triggers when a quote is created or updated.
Instant
Trigger
- 1CRM
Triggers when a salesorder is created or updated.
Instant
Trigger
- 1CRM
Triggers when a task is created or updated.
Instant
Trigger
- 1CRM
Creates a new account or updates an existing account.
Scheduled
Action
- 1CRM
Creates a new contact or updates an existing contact.
Scheduled
Action
- 1CRM
Creates a new invoice or updates an existing invoice.
Scheduled
Action
- 1CRM
Creates a new lead or updates an existing lead.
Scheduled
Action
- 1CRM
Creates a new opportunity or updates an existing opportunity.
Scheduled
Action
- 1CRM
Creates a new payment or updates an existing payment.
Scheduled
Action
- 1CRM
Creates a new quote or updates an existing quote.
Scheduled
Action
- 1CRM
Creates a new salesorder or updates an existing salesorder.
Scheduled
Action
- 1CRM
Creates a new task or updates an existing task.
Scheduled
Action
- 1CRM
Finds an account.
Scheduled
Action
- 1CRM
Finds a contact.
Scheduled
Action
- 1CRM
Finds an invoice.
Scheduled
Action
- 1CRM
Finds a lead.
Scheduled
Action
- 1CRM
Finds an opportunity.
Scheduled
Action
- 1CRM
Finds a payment.
Scheduled
Action
- 1CRM
Finds a quote.
Scheduled
Action
- 1CRM
Finds a salesorder.
Scheduled
Action
- 1CRM
Finds a task.
Scheduled
Action
How K Factors + 1CRM Integrations Work
- Step 1: Authenticate K Factors and 1CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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About 1CRM
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