Enable Integrations or automations with these events of Salesmate and Arthur Online
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal
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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 Salesmate and Arthur Online accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Arthur Online (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Arthur Online. This includes choosing which data fields go into which fields of Arthur Online, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Arthur Online 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 Salesmate and Arthur Online. 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.
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.
Learn MoreArthur Online is a property management solution like no other. It brings together in one place property managers, tenants, contractors, agents and owners. Available on your phone, tablet, and computer, Arthur Online is accessible anywhere at any time giving you freedom and flexibility in how you manage your properties.
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