
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a new account is created.
Triggers when a new calendar item is created.
Triggers when a new contact is created.
Triggers when a new opportunity is created
Triggers when a new sales order is created.
Action is the task that follows automatically within your Olostep integrations.
Fetch and extract content from a public webpage into selected formats (Markdown, HTML, text, JSON, screenshot, or PDF) using optional settings like country, wait time, parser, and image removal.
Query Olostep to research the web and return an AI-generated answer. Optionally format the output using a supplied JSON schema and include source URLs.
Start a web crawl from the given start URL to discover and collect pages up to the specified limits (max pages, depth, timeout). Optionally send a webhook when the crawl completes.
Retrieve crawl details and current status using the provided crawl ID.
Create a site map by discovering pages on a website and returning the found URLs, limited and filtered by the provided options.
Scrape up to 10,000 URLs in a single batch to retrieve page content or structured JSON. Optionally extract links and apply a parser, and select the country where the batch runs.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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 Olostep and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Olostep triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Olostep 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 Olostep 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 Olostep 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.
Olostep is a web data platform that enables developers and AI systems to search, crawl, and extract structured data from the public web at scale. It provides APIs for real-time web scraping, site crawling, batch data extraction, and AI-ready search with source grounding, making it ideal for powering AI agents, research workflows, and data pipelines.
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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