Connect Nozbe and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Update or New Task
New Comment
New Project
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Trigger when new Task is Created.
Update or New Task
Trigger when new task is created or Updated.
New Comment
Trigger when new Comment is Created.
New Project
Trigger when new Propject is Created.
Do thisActions
Action is the task that follows automatically within your Nozbe integrations.
Create Task
Creates a New Task.
Update Task
Updates an Existing Task.
Find Tasks By Id or Name
Find an Existing Task.
Create Comment
Creates a New Comment.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Nozbe and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Nozbe triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Nozbe data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Nozbe and Salesmate 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 Nozbe and Salesmate. 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 Nozbe
Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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