
When this happens...

Automatically do this!
Update Account
Create Deal
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Upsert Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
Triggers when a new deal is created.
Retrieve accounts updated within the specified past minutes.
Triggers when an existing account is updated.
Triggers when an existing contact is updated.
Action is the task that follows automatically within your mite integrations.
Creates a service.
Creates a Customer.
Creates a Project.
Delete an existing customer.
Delete an existing service.
Delete an existing Project.

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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 mite and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in mite triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how mite data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between mite and Freshsales Suite 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 mite and Freshsales Suite. 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.
Mite is a time tracking tool designed to help businesses and freelancers efficiently manage their time and projects. It offers features such as time tracking, reporting, and invoicing, making it easier to keep track of work hours and project progress.
Learn MoreFreshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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