Connect Locate2u and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of Locate2u and salesoptima
Enable Integrations or automations with these events of Locate2u and salesoptima
Triggers
Stop Status Change
Triggers when the status of a stop in Locate2u is changed.
Shipment Status Change
Triggers when the status of a shipment in Locate2u is changed.
Shipment Assigned
Triggers when the shipment is assigned in Locate2u.
Stop Assigned
Triggers when the stop is assigned in Locate2u.
Trip Status Change
Triggers when the status of a trip in Locate2u is changed.
Actions
Create Order
Creates a new order
Get order details
Get existing order's details.
Create Stop
Creates a new stop. Can be assigned to a user or left unassigned.
Update Order
Update an existing order.
Create Shipment
Creates shipment. Can be assigned to a user or be unassigned.
Get Shipment Details
Get existing shipment's details.
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Frequently Asked Questions
To start, connect both your Locate2u and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Locate2u triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Locate2u data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Locate2u and salesoptima 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 Locate2u and salesoptima. 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 Locate2u
Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.
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About salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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