Connect Freshsales Classic and documents to Build Intelligent Automations
Enable Integrations or automations with these events of Freshsales Classic and documents
Enable Integrations or automations with these events of Freshsales Classic and documents
Triggers
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Actions
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact.
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Frequently Asked Questions
To start, connect both your Freshsales Classic and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in documents (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and documents 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 Freshsales Classic and documents. 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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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About documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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