Slack

ClickUp

Productivity

Slack

Sangam CRM

CRM, Sales

Create integrations between ClickUp and Sangam CRM

Actions and Triggers

ClickUp

Get all Tasks

Get a list of all tasks

ClickUp

Get all Folders

Get a list of all folders

ClickUp

Create a Task or subtask

Create a new task in a list

ClickUp

Create a Space

Create a new space

ClickUp

Create a List

Create a new list in a folder

ClickUp

Create a Folder

Create a new folder in a space

ClickUp

Update a Task

Update a task by its id

ClickUp

New Folder

Triggers when a new folder is created.

ClickUp

New List

Triggers when a new list is created.

ClickUp

New Task

Triggers when a new task is created.

ClickUp

Task Updated

Triggers when a task is updated.

ClickUp

New Checklist

Add a checklist to a task

ClickUp

Find Tasks by Custom Fields

Get an existing task by searching custom fields

ClickUp

Find a Task by Task ID

Get an existing task details by task ID

ClickUp

Find a User by Name or Email

Get an existing user details by name or email

ClickUp

Create Task Attachment

Adds an attachment to a specific task.

ClickUp

Add Time Tracked

Add time tracked to a task.

ClickUp

New Comment on a Task (1)

New comment on a task

Sangam CRM

Create a lead

Creates a new lead in Sangam CRM.

Sangam CRM

Create an opportunity

Adds a new opportunity Sangam CRM.

Sangam CRM

Fetch all available fields in a specific module

Fetch all fields available in specific module

Sangam CRM

Create a Contact

Creates a new contact in Sangam CRM.

Sangam CRM

Create a Ticket

Creates a new ticket in sangam CRM.

Sangam CRM

Create a Company

Creates a new comppany in sangam CRM.

Sangam CRM

Create a Campaign

Creates a new campaign in sangam CRM

Sangam CRM

New Lead

Trigger when new lead is created

Sangam CRM

New Contact

Trigger when new contact is created

Sangam CRM

New Opportunity

Triggerv when new opportunity is created

Sangam CRM

New Ticket

Trigger when new tickey=t is created

Sangam CRM

New Account

Trigger when new account is created

Sangam CRM

New Task

Trigger when new task is created

Sangam CRM

New Campaign

Trigger when new campaign is created

Sangam CRM

New Quotation

Trigger when new quotation is created

Sangam CRM

New Call

Trigger when new call is created

Sangam CRM

New Contract

Trigger when new contract is created

Sangam CRM

New Product

Trigger when new product is created

Sangam CRM

New Holiday

Trigger when new holiday is created

Sangam CRM

New Reports

Trigger when new reports is created

Sangam CRM

New Attachment

Trigger when new attchment is created

Sangam CRM

New Template

Trigger when new template is created

Sangam CRM

Update a lead

Update lead using name, email or mobile number or provide email id

Sangam CRM

Insert or Update Data With Linking Module

Insert or Update Data With Linking Module

Sangam CRM

List all enabled module

List all enabled module

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
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Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
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How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About ClickUp

Plan, track, and manage any type of work with project management that flexes to your team's needs.

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About Sangam CRM

Sangam 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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