Triggers
Trigger when new lead is created
Trigger when new contact is created
Triggerv when new opportunity is created
Trigger when new tickey=t is created
Trigger when new account is created
Trigger when new task is created
Trigger when new campaign is created
Trigger when new quotation is created
Trigger when new call is created
Trigger when new contract is created
Trigger when new product is created
Trigger when new holiday is created
Trigger when new reports is created
Trigger when new attchment is created
Trigger when new template is created
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Triggers when a new deal note is created.
Triggers when a new contact is added to the list.
Triggers when a contact opens a campaign(will trigger once per contact per campaign).
Triggers when a new campaign starts sending.
Triggers when a new contact is added or existing contact details are updated.
Triggers when a new contact note is added.
Triggers when a new deal is created or existing deal is updated.
Actions
Creates a new lead in Sangam CRM.
Adds a new opportunity Sangam CRM.
Fetch all fields available in specific module
Creates a new contact in Sangam CRM.
Creates a new ticket in sangam CRM.
Creates a new comppany in sangam CRM.
Creates a new campaign in sangam CRM
Update lead using name, email or mobile number or provide email id
Find an existing user by its email ID.
Find an existing deal task by its ID.
Find an existing deal by its ID.
Retrieve an existing contact.
Creates a new contact.
Create a new account.
Creates a new deal.
Updates an existing deal.
Updates an existing contact.
Create a new note for a deal.
Creates a new list.
Remove an existing list.
Remove an existing deal.
Remove an existing account.
Remove an existing contact.
Find all existing Campaigns.
Find an existing campaign.
Add a new tag from contact.
Get an existing account details by name
With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.
Remove an exisitng tag from a contact.
Update an existing account.
Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .
Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.