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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new page is created
runs when new page is created
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Recent Account Updates
Retrieve accounts updated within the specified past minutes.
Account Updated
Triggers when an existing account is updated.
Do thisActions
Action is the task that follows automatically within your Papyrs integrations.
Add Heading To Page
Add a heading to a page.
Add Paragraph to Page
Add a text or HTML paragraph to a page.
Post message to Papyrs page
Post a message to a Papyrs page feed to share updates or announcements.
Update Paragraph on Page
Update paragraph text on a page.
Update Account
Update an existing account
Create Deal
Create a new deal.
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Frequently Asked Questions
To start, connect both your Papyrs and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Papyrs triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Papyrs 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 Papyrs 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 Papyrs 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.
About Papyrs
Papyrs is a powerful platform designed to enhance team collaboration and productivity by providing customizable intranet solutions. It allows businesses to create internal pages, share documents, and streamline communication effortlessly.
Learn MoreAbout Freshsales Suite
Freshsales 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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