
When this happens...
New Activity
New Account
New Calendar Item
New Contact
New Opportunity
New Sales Order
Activity Updated
Account Updated
Contact Updated
Opportunity Updated
Calendar Item Updated
Sales Order Updated
Automatically do this!
Enable Integrations or automations with these events of Sage Sales Management and SyncData360
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.
Create Account in ForceManager
Create activity
Create Contact
Creates a new calendar item.
Creates a new opportunity.
Creates a new Sales Order
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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 Sage Sales Management and SyncData360 accounts to viaSocket. Once connected, you can set up a workflow where an event in Sage Sales Management triggers actions in SyncData360 (or vice versa).
Absolutely. You can customize how Sage Sales Management data is recorded in SyncData360. This includes choosing which data fields go into which fields of SyncData360, setting up custom formats, and filtering out unwanted information.
The data sync between Sage Sales Management and SyncData360 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 Sage Sales Management and SyncData360. 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.
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn MoreSyncData360 is an all-in-one data synchronization and management platform that enables teams to securely sync, share, and organize data across multiple systems in real time. It ensures data consistency, improves workflow efficiency, and enhances collaboration.
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