Integrate 2Chat with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Sage-sales-management when New WhatsApp Message Received in 2Chat
Create Activity in Sage-sales-management when New WhatsApp Message Received in 2Chat
Create Contact in Sage-sales-management when New WhatsApp Message Received in 2Chat
Create Calendar Item in ForceManager when New WhatsApp Message Received in 2Chat
Create Opportunity in Sage-sales-management when New WhatsApp Message Received in 2Chat
Start from a real workflow other teams are already running.
2Chat
When this happens...
New WhatsApp Message Received
New WhatsApp Message Sent
New WhatsApp Message
WhatsApp Call Received
New Message Reaction
Message Edited
WhatsApp Group Message Received
WhatsApp Group Participant Reacts
Participant Joins WhatsApp Group
Participant Removed From WhatsApp Group
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Create Account in Sage-sales-management when New WhatsApp Message Received in 2Chat
Use this flowCreate Activity in Sage-sales-management when New WhatsApp Message Received in 2Chat
Use this flowCreate Contact in Sage-sales-management when New WhatsApp Message Received in 2Chat
Use this flowCreate Calendar Item in ForceManager when New WhatsApp Message Received in 2Chat
Use this flowCreate Opportunity in Sage-sales-management when New WhatsApp Message Received in 2Chat
Use this flowCreate Sales Order in Sage-sales-management when New WhatsApp Message Received in 2Chat
Use this flowFind Account in Sage Sales Management when New WhatsApp Message Received in 2Chat
Use this flowList Users from Sage Sales Management when New WhatsApp Message Received in 2Chat
Use this flowList Roles from Sage Sales Management when New WhatsApp Message Received in 2Chat
Use this flowList Accounts from Sage Sales Management when New WhatsApp Message Received in 2Chat
Use this flowEverything you can automate between 2Chat and Sage Sales Management.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new WhatsApp message is received in 2Chat.
Runs when a new WhatsApp message is sent in 2Chat.
Runs when a new WhatsApp message is sent or received.
Runs when a new WhatsApp call is received.
Runs when someone reacts to a message.
Runs when a message is edited in 2Chat, including edits in group conversations.
Action is the task that follows automatically within your 2Chat integrations.
Creates a new contact in your system with the provided contact details.
The "Create Channel" action allows you to set up a new WhatsApp channel
Sets the About text on your 2Chat-connected WhatsApp number.
Sends a text message to a WhatsApp-enabled phone number.
Checks whether a given phone number has an active WhatsApp account.
Creates a new WhatsApp group in your account.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn moreForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn moreSign up for a free viaSocket account, then authorize both your 2Chat and Sage Sales Management accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between 2Chat and Sage Sales Management as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sage Sales Management. No coding required.
Yes. You can set up a workflow where 2Chat triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management triggers actions in 2Chat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between 2Chat and Sage Sales Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 2Chat and Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.