Connect Sanchay Crm and Filestage to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
Create Folder
Create Project
Archive/Unarchive Project
Add Reviewers to Reviewers Group
Create Review Comment
Get Reviewer Groups by Project
Get Review by ID
Get Project by ID
Get projects
Get folders
Get folder by ID
Get comments by review
Download file version
Get File By ID
Upload a file
Upload a file with a file Object
Find Member By Email
Ready to use Sanchay Crm and Filestage automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Filestage accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Filestage (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Filestage. This includes choosing which data fields go into which fields of Filestage, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Filestage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Sanchay Crm and Filestage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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