Automation flow builder for Casavi
Drag & drop automation flow builder
Up to 10X faster than custom development (engineering)
Pre-built automations and outstanding support
Generate PDFs, XSLX, CSVs and custom emails or reports
Welcome the automated company
dynamic insight allows you to integrate and automate processes with Casavi and 80 additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and finance and reporting tools. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder.
This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.
Popular Casavi automation actions:
Actions
- Get Contacts ✓ - Get List of Contacts
- Create New Webhook Subscription ✓ - Create a new webhook subscription to receive updates for a specific event. You can find the structure of the event you will receive here. By default, only HTTPS endpoints are accepted for webhook subscribers. Besides, we also support Basic Auth to keep your endpoint secure. This feature is optional. However, we highly recommend you should use it to protect your customers' information in a secure manner.
- Create Ticket ✓ - Create a ticket
- Add Ticket Survey ✓ - Create ticket survey
- Import ✓ - Import
- Post Wildcard Request ✓ - POST wildcard endpoint: This allows you to dynamically create your own endpoints for this Connector
- Add Ticket Task ✓ - Create ticket task
- Comment Ticket ✓ - Comment ticket
- Publish A New Post In The Customer Portal ✓ - Publish a new post in the customer portal And 43 more...
Triggers
- Schedule trigger ✓
- On create / update trigger ✓
- Manual trigger ✓
- Webhook trigger ✓
- Trigger by other automation ✓
Casavi integrations:
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Frequently Asked Questions (FAQ)
How can I integrate and automate Casavi?
My app, tool or system is not listed as an integration above - how can I integrate it?
We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashioned systems and interfaces can take more time. Please contact us for details using the contact form.
What is dynamicInsight?
dynamic insight empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.
More technically, dynamic insight provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).
First, you need to get in touch with us to sign up for a dynamic insight account. Next, you go to the settings section, where you can authenticate and configure the Casavi integration, among many others.