Connect ConvertApi and Teamgate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ConvertApi
Choose an Action
Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
Ready to use ConvertApi and Teamgate automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal is created.
New Product
Trigger when new product created.
New Person
Trigger when new person created.
Activity Status Changed
Triggers when an activity status is changed.
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 Lead
Create a new lead
Create Deal
Create a new deal
List All Companies
Retrieves the list of all company
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Frequently Asked Questions
To start, connect both your ConvertApi and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertApi triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how ConvertApi data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between ConvertApi and Teamgate 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 ConvertApi and Teamgate. 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.
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 MoreAbout Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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