
When this happens...

Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Enable Integrations or automations with these events of AI/ML API and Salesmate
Initiates a conversation with the AI model, providing prompts and generating responses based on the chat messages.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your AI/ML API and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in AI/ML API triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how AI/ML API data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between AI/ML API and Salesmate 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 AI/ML API and Salesmate. 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.
AI/ML API provides advanced artificial intelligence and machine learning capabilities to developers and businesses, enabling them to integrate intelligent features into their applications. With a wide range of AI models and tools, users can enhance their software with capabilities such as natural language processing, image recognition, predictive analytics, and more.
Learn MoreSalesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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