Connect Salesmate and EasyPost to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Create a parcel
Create a Shipment
Create and verify Address
Create a Batch
Create a Customs Info
Create a Customs Item
Create an Order
Create an EndShipper
Create a Tracker
Create a Child User
Create a Report
Ready to use Salesmate and EasyPost automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Shipment Created
Triggers when a new shipment is created.
Batch Created
Triggers when batch will create
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
To start, connect both your Salesmate and EasyPost accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in EasyPost (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in EasyPost. This includes choosing which data fields go into which fields of EasyPost, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and EasyPost 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 EasyPost. 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 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.
Learn MoreAbout EasyPost
EasyPost is a flexible, modern API that enables developers to add shipping and logistics functionalities to their applications. It supports a wide range of carriers and offers features like address verification, tracking, and insurance.
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