
When this happens...
New Location
New Event
New Shop
Update Event
Update Shop
Update Location
Update Shop Tracker
New Shop Tracker

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When new Location is Created.
Triggers when new Event is Created.
Triggers when new Shop is Created.
Triggers when an Existing Event is Updated.
Triggers when an Exisitng Shop is Updated.
Triggers When an Existing Location is Updated.
Action is the task that follows automatically within your Eventix integrations.
Creates a Location.
Creates a Shop.
Updates an Existing Shop.
Delete an Existing Shop.
Creates a Shop Tracker.
Updates an Existing Shop Tracker.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Eventix and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Eventix triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Eventix 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.
The data sync between Eventix and Salesmate 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 Eventix 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.
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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