crm · 0 triggers · 141 actions
Simla.com is an omnichannel CRM platform with AI for automating communications, measuring team performance, managing customer data, and integrating delivery services and order management. Add Simla.com to your Stream Deck workflows with guided setup for the connection details it needs.
Add Simla.com to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Simla.com.
Creates a new corporate customer in Simla.com. Use when you need to add a new business or organization as a customer. At least one field (typically nickName or externalId) should be provided. Returns the corporate customer ID upon successful creation.
Tool to create a custom field for a specified entity in Simla. Use when you need to extend orders, customers, corporate customers, or companies with custom metadata fields.
Create a new payment record for an order in Simla CRM. Use when recording payments received for orders. Required fields: type (payment type code), amount (must be positive), and order reference (id or externalId). The payment type must match an existing payment type in the system (e.g., 'cash', 'bank-card'). Use this to track payment transactions against specific orders.
Tool to edit an existing corporate customer. Use when you need to update corporate customer details such as nickname, discount, VIP status, or custom fields by external ID.
Tool to edit an existing order payment. Use when you need to update payment details such as amount, status, or type.
Retrieves detailed information about a corporate customer by external ID. Returns comprehensive corporate customer data including tags, custom fields, order statistics, and discount information. Use this when you need complete corporate customer details for a known external identifier.
Tool to retrieve a list of corporate customers matching the specified filters. Use after setting optional filters (managers, manager groups, discount card, IDs) to fetch paginated corporate customer data.
Tool to retrieve the list of custom dictionaries. Use when you need to get available custom directory definitions with their elements and codes.
Simla.com is an omnichannel CRM platform with AI for automating communications, measuring team performance, managing customer data, and integrating delivery services and order management.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Simla.com. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Simla.com action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Simla.com workflows in minutes.