Create integrations between Filestage and Sangam CRM
Create a lead in Sangam-crm when New Project is Created in Filestage
Create an opportunity in Sangam-crm when New Project is Created in Filestage
Fetch all available fields in a specific module in Sangam-crm when New Project is Created in Filestage
Create a Contact in Sangam-crm when New Project is Created in Filestage
Create a Ticket in Sangam-crm when New Project is Created in Filestage
Create a Company in Sangam-crm when New Project is Created in Filestage
Create a Campaign in Sangam-crm when New Project is Created in Filestage
Update a lead in Sangam-crm when New Project is Created in Filestage
Insert or Update Data With Linking Module in Sangam-crm when New Project is Created in Filestage
List all enabled module in Sangam CRM when New Project is Created in Filestage
Actions and Triggers
When this happensTriggers
New Project is Created
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
Add Reviewers to Reviewers Group
Adds reviewers to a chosen reviewer group.
Create Review Comment
Creates a general comment for a provided version.
Get Reviewer Groups by Project
List all reviewer groups of a specific project.
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Frequently Asked Questions
About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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About Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
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