
When this happens...
Ticket Closed
Ticket Tagged
Ticket Priority Changed
Ticket Started
Ticket Opened
Ticket Moved
Ticket Assigned
Note Added
Customer Replied

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a ticket is closed
Triggers when a ticket is tagged
Triggers when a ticket's priority is change
Triggers when a new ticket is created.
Triggers when a ticket is opened.
Triggers when a ticket is moved to a different mailbox.
Action is the task that follows automatically within your Groove integrations.
Starts a new ticket for your customer
Changes the state of a ticket, e.g. from "opened" to "closed".
Changes the state of a ticket to "opened".
Changes the state of a ticket to "closed
Assigns an agent to a ticket.
Create Account in ForceManager

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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 Groove and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Groove triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Groove 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 Groove 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 Groove 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.
Groove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
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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