
When this happens...
New Entity
Entity Updated
New User
Entity Updated or Created

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.
Triggered when a new entity is created in a specified Fibery app.
Triggered when an existing entity is updated in a specified Fibery app.
Triggers when a new user is created in the system
Triggered when an existing entity is updated or created in a specified Fibery app.
Triggers when a new activity is created.
Triggers when a new account is created.
Action is the task that follows automatically within your Fibery integrations.
Creates a new entity in a specified Fibery app.
Updates an existing entity in a specified Fibery app.
Deletes an existing entity in a specified Fibery app.
Retrieves and lists all available types in the Fibery database.
Fetches all fields associated with a specific entity type in Fibery.
Retrieves a list of all references from the Fibery database with their IDs and names.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Fibery and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Fibery triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Fibery 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 Fibery 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 Fibery 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.
Fibery is a flexible work management platform that helps teams to organize, collaborate, and innovate. It combines project management, knowledge base, and database functionalities into a single, customizable workspace.
Learn MoreForceManager 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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