Connect Facebook Messenger and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Sent to Page
Choose an Action
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Sent to Page
Triggered when a new message is received from a user on Facebook Messenger sent from page.
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is created
Do thisActions
Action is the task that follows automatically within your Facebook Messenger integrations.
Send Message from Page
Sends a message to a user from a page.
Send Receipt Template
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.
Set Messenger Welcome Screen
Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).
Set Ice Breakers
Ice Breakers provide a way for users to start a conversation with a business with a list of frequently asked questions.
Set Persistent Menu
The Persistent Menu allows you to create and send a menu of the main features of your business.
Set Sender Actions
Set Sender Actions, display your actions in a conversation to let message recipients know that you have seen and are processing their message.
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Frequently Asked Questions
To start, connect both your Facebook Messenger and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Messenger triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Facebook Messenger 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 Facebook Messenger 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 Facebook Messenger 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.
About Facebook Messenger
Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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