
When this happens...
New User
Bonus Created
Achievement Created

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.
Triggers when a new user has been created in the schedule time.
Triggers when a bonus is created.
Triggers when a achievement created.
Action is the task that follows automatically within your Bonusly integrations.
Creates a New Admin User.
Update a User detail.
Retturns list of all users from Bonusly.
View the 50 most recent achievements.
This action allows to create Bonus.
This action Search a User by User ID.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Bonusly and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Bonusly triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Bonusly 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 Bonusly 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 Bonusly 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.
Bonusly is a fun, personal recognition and rewards program that enriches your company culture, improves employee engagement, and celebrates your core values. With Bonusly, everyone in your organization can publicly recognize everyone else by giving small bonuses that add up to meaningful rewards.
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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