Connect saleshandy and Intercorp BAS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for saleshandy
Choose an Action
Automatically do this!
Search Client
Search Profile
Enable Integrations or automations with these events of saleshandy and Intercorp BAS
Enable Integrations or automations with these events of saleshandy and Intercorp BAS
Actions
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your saleshandy and Intercorp BAS accounts to viaSocket. Once connected, you can set up a workflow where an event in saleshandy triggers actions in Intercorp BAS (or vice versa).
Absolutely. You can customize how saleshandy data is recorded in Intercorp BAS. This includes choosing which data fields go into which fields of Intercorp BAS, setting up custom formats, and filtering out unwanted information.
The data sync between saleshandy and Intercorp BAS 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 saleshandy and Intercorp BAS. 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 saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn MoreAbout Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
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