IntegrationsEdusignSalesmate
Edusign + Salesmate

Connect Edusign and Salesmate to Build Intelligent Automations

Choose a Trigger

Edusign

When this happens...

Choose an Action

Salesmate

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Student

New Student

Trigger when a new student is created.

New Professor

New Professor

Triggers when you want to get all professors from the API.

New Group

New Group

Triggers when a new group is created.

New Course

New Course

Triggers when a user needs to get all courses from the API.

New Admin

New Admin

Triggers when you want to get all Admins in your school from the API.

Request a new Trigger for Edusign

Do thisActions

Action is the task that follows automatically within your Edusign integrations.

Create classroom

Create classroom

Create a new classroom.

Create a course

Create a course

Create a new course.

Create Group

Create Group

Creates a Group

Create Professor

Create Professor

Creates a Professor

Create Student

Create Student

Creates a Student

Update Student

Update Student

Updates a Student.

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Frequently Asked Questions

How do I start an integration between Edusign and Salesmate?

To start, connect both your Edusign and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Edusign triggers actions in Salesmate (or vice versa).

Can we customize how data from Edusign is recorded in Salesmate?

Absolutely. You can customize how Edusign data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Edusign and Salesmate?

The data sync between Edusign and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Edusign to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Edusign and Salesmate?

Yes, you can set conditional logic to control the flow of data between Edusign and Salesmate. 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.

Edusign

About Edusign

Digital attendance sheets. Sign online and generate certified documents in seconds.

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Salesmate

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.

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