
When this happens...
New Activity Type
New Entity Types
New Document Template
New Notification
New Appointment Schedule
New Schedule
New Tutorial Group
New Tutorial Items
New Note
New Chat

Automatically do this!
Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create a Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a New Activity Type is created in Amwork.
Triggers when a Entity Types is created in Amwork.
Triggers when a document template is created in Amwork.
Triggers when a Notifications is created in Amwork.
Triggers when a New Appointment Schedule is created in Amwork.
Triggers when a Schedule is created in Amwork.
Action is the task that follows automatically within your Amwork integrations.
Create a user in amwork.
Create a task.
Create a new activity type.
Creates a new board stage.
Create a new Entity.
Create Entity Notes

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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 Amwork and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Amwork triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Amwork data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Amwork and Sangam CRM 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 Amwork and Sangam CRM. 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.
Amwork is a comprehensive platform designed to enhance team collaboration and productivity. It offers a suite of tools that facilitate seamless communication, project management, and task tracking, making it an ideal solution for businesses looking to streamline their workflows and improve team efficiency.
Learn MoreSangam 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.
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