Connect Papyrs and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
new page is created
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
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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
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.
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 Papyrs and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Papyrs triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Papyrs 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 Papyrs 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 Papyrs 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 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 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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