
When this happens...

Automatically do this!
List Attendees
List Booking References
List Destination Calendars
List all Event Types
List Memberships
List Payments
List Schedules
List Selected Calendars
List Teams
List all Users
List Webhooks
When this happensTriggers
A trigger is an event that starts a workflow.
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
Action is the task that follows automatically within your Salesmate integrations.
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 Cal.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Cal.com (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Cal.com. This includes choosing which data fields go into which fields of Cal.com, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Cal.com 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 Cal.com. 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 MoreCal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
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