Connect Salesmate and Epos Now to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

Epos Now

Automatically do this!

Enable Integrations or automations with these events of Salesmate and Epos Now

Enable Integrations or automations with these events of Salesmate and Epos Now

Actions

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

Creates a new Contact, probably with input from previous steps.

Create Deal

Create Deal

Creates a new Deal

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Frequently Asked Questions

How do I start an integration between Salesmate and Epos Now?

To start, connect both your Salesmate and Epos Now accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Epos Now (or vice versa).

Can we customize how data from Salesmate is recorded in Epos Now?

Absolutely. You can customize how Salesmate data is recorded in Epos Now. This includes choosing which data fields go into which fields of Epos Now, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesmate and Epos Now?

The data sync between Salesmate and Epos Now typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesmate to Epos Now?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesmate and Epos Now?

Yes, you can set conditional logic to control the flow of data between Salesmate and Epos Now. 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

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.

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Epos Now

About Epos Now

Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.

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