Connect RotaCloud and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for RotaCloud
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
Enable Integrations or automations with these events of RotaCloud and Salesmate
Enable Integrations or automations with these events of RotaCloud and Salesmate
Actions
Update User
Update an existing user by user id
Delete a User
Delete an existing user by user id
Create Shift
Creates a shift within RotaCloud.
Create Role
Creates a role within RotaCloud.
Create Location
Creates a location within RotaCloud.
Create Leave
Creates leave within RotaCloud.
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Frequently Asked Questions
To start, connect both your RotaCloud and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in RotaCloud triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how RotaCloud 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 RotaCloud 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 RotaCloud 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 RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
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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