Connect ConvertApi and Sangam CRM
Integrate ConvertApi with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get User Info from ConvertApi when New Lead Created in Sangam CRM
Convert DOCX to PDF using ConvertApi when New Lead Created in Sangam CRM
Convert PDF to JPG using ConvertApi when New Lead Created in Sangam CRM
Get User Info from ConvertApi when New Contact Created in Sangam CRM
Convert DOCX to PDF using ConvertApi when New Contact Created in Sangam CRM
Popular ConvertApi + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ConvertApi
When this happens...
- Request a new Trigger for ConvertApi
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create Checklist
Find Checklists
Update Checklist
Get User Info from ConvertApi when New Lead Created in Sangam CRM
Use this flowConvert DOCX to PDF using ConvertApi when New Lead Created in Sangam CRM
Use this flowConvert PDF to JPG using ConvertApi when New Lead Created in Sangam CRM
Use this flowGet User Info from ConvertApi when New Contact Created in Sangam CRM
Use this flowConvert DOCX to PDF using ConvertApi when New Contact Created in Sangam CRM
Use this flowConvert PDF to JPG using ConvertApi when New Contact Created in Sangam CRM
Use this flowGet User Info from ConvertApi when Opportunity Created in Sangam CRM
Use this flowConvert DOCX to PDF using ConvertApi when Opportunity Created in Sangam CRM
Use this flowConvert PDF to JPG using ConvertApi when Opportunity Created in Sangam CRM
Use this flowGet User Info from ConvertApi when New Ticket Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between ConvertApi and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your ConvertApi integrations.
Get User Info
Retrieve ConvertAPI account details including email, API key, conversion usage, and account status.
Convert DOCX to PDF
Convert a publicly accessible DOCX file URL into a PDF and return the generated PDF download URL.
Convert PDF to JPG
Convert a public PDF URL into JPG image(s) and return downloadable JPG file URL(s).
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate ConvertApi and Sangam CRM workflows.
Learn how to automate ConvertApi and Sangam CRM workflows.
Learn how to automate ConvertApi and Sangam CRM workflows.
Learn how to automate ConvertApi and Sangam CRM workflows.
Learn how to automate ConvertApi and Sangam CRM workflows.
Learn how to automate ConvertApi and Sangam CRM workflows.
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About ConvertApi
ConvertApi is a powerful online tool that provides a wide range of file conversion services. It allows users to convert various file formats such as documents, images, and PDFs with ease and efficiency. The platform is designed to handle complex conversion tasks, making it an ideal solution for businesses and individuals who need to convert files quickly and accurately.
Learn moreSimilar apps
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ConvertApi and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ConvertApi and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where ConvertApi triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in ConvertApi. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ConvertApi and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ConvertApi and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
