Connect AITable.ai and Salesmate to Build Intelligent Automations

Choose a Trigger

AITable.ai

When this happens...

Choose an Action

Salesmate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record Created

New Record Created

Triggers when a new record is created in the datasheet.

New Form

New Form

Triggers when a form is submitted and received.

Request a new Trigger for AITable.ai

Do thisActions

Action is the task that follows automatically within your AITable.ai integrations.

Create a New Record

Create a New Record

Create a new record in datasheet.

Delete a Record

Delete a Record

Delete a record from a datasheet by its record ID

Get all Fields

Get all Fields

Get all fields of a datasheet

Create a Datasheet

Create a Datasheet

Create a Datasheet in an space

Update a Record

Update a Record

Update details of a Record

Add Note

Add Note

Adds Note based on previous step.

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Frequently Asked Questions

How do I start an integration between AITable.ai and Salesmate?

To start, connect both your AITable.ai and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in AITable.ai triggers actions in Salesmate (or vice versa).

Can we customize how data from AITable.ai is recorded in Salesmate?

Absolutely. You can customize how AITable.ai 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.

How often does the data sync between AITable.ai and Salesmate?

The data sync between AITable.ai and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AITable.ai to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AITable.ai and Salesmate?

Yes, you can set conditional logic to control the flow of data between AITable.ai 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.

AITable.ai

About AITable.ai

AITable.ai offers automation and AI-powered solutions to enhance table management and data analysis for businesses, aiming to streamline operations and improve decision-making.

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Salesmate

About Salesmate

Salesmate 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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