
When this happens...
Guide Deleted
Guide Added to a Collection
Guide Removed From Collection

Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a guide is deleted.
Triggers when a guide is added to a collection.
Triggers when a guide is removed from the collection.
Triggers when a new activity is created.
Triggers when a new account is created.
Triggers when a new calendar item is created.
Action is the task that follows automatically within your Dubble integrations.
Create a new collection.
Updates a collection.
Delete a collection.
Updates a guide
Deletes a guide.
Adds a guide to a collection.

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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 Dubble and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Dubble triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Dubble data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Dubble and Sage Sales Management 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 Dubble and Sage Sales Management. 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.
Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.
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