
When this happens...
New Group
New Application
New Tenants
New Connections

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
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new group created.
Triggger when a new application is created.
Trigger when a new tenants created.
Trigger when a new connection is created.
Action is the task that follows automatically within your Authress integrations.
Creates a role with permissions.
Specify tenant identity details for tenant tracking, separation, and user management.
Specify users to be included in a new group.
Specify application details for a new application that you own.
Adds Note based on previous step.
Creates a new Activity, 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 Authress and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Authress triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Authress 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 Authress 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 Authress 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.
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
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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