Connect DragApp and Salesmate
Integrate DragApp with Salesmate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular DragApp + Salesmate flows
Start from a real workflow other teams are already running.
Choose a trigger
DragApp
When this happens...
New Task Cards
Choose an action
Salesmate
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
Add Note in Salesmate when New Task Cards in DragApp
Use this flowCreate Activity in Salesmate when New Task Cards in DragApp
Use this flowCreate Company in Salesmate when New Task Cards in DragApp
Use this flowSearch User in Salesmate when New Task Cards in DragApp
Use this flowCreate Contact in Salesmate when New Task Cards in DragApp
Use this flowCreate Deal in Salesmate when New Task Cards in DragApp
Use this flowUpdate Activity in Salesmate when New Task Cards in DragApp
Use this flowUpdate Company in Salesmate when New Task Cards in DragApp
Use this flowUpdate Contact in Salesmate when New Task Cards in DragApp
Use this flowUpdate Deal in Salesmate when New Task Cards in DragApp
Use this flowSupported Triggers & Actions
Everything you can automate between DragApp and Salesmate.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Cards
Retrieves task cards created in the selected board column within the specified time window.
Do thisActions
Action is the task that follows automatically within your DragApp integrations.
Create Card
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add Card Comment
Add a comment to the card (found by title) in the selected board and column.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
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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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.
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About DragApp
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
Learn more
About Salesmate
Salesmate 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your DragApp and Salesmate 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 DragApp and Salesmate 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 Salesmate. No coding required.
Yes. You can set up a workflow where DragApp triggers actions in Salesmate, and a separate workflow where Salesmate triggers actions in DragApp. 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 DragApp and Salesmate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DragApp and Salesmate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
