Salesmate

CRM

Filestage

Project Management

Integrations Salesmate Filestage

Create integrations between Salesmate and Filestage

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Add Note in Salesmate when New Project is Created in Filestage

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Create Activity in Salesmate when New Project is Created in Filestage

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Create Company in Salesmate when New Project is Created in Filestage

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Search User in Salesmate when New Project is Created in Filestage

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Create Contact in Salesmate when New Project is Created in Filestage

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Search Activity through Salesmate when New Project is Created in Filestage

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Search Company in Salesmate when New Project is Created in Filestage

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Search Contact in Salesmate when New Project is Created in Filestage

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Add Note in Salesmate when Project is Archived in Filestage

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Create Activity in Salesmate when Project is Archived in Filestage

Actions and Triggers

Triggers

New Project is Created

Triggers When a new project is created

Project is Archived

Triggers when a project is archived.

Project is Deleted

Triggers when a project is removed.

New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

File Version is Deleted

Triggers when a file version is removed.

New Folder is Created

Triggers when a new folder is created.

Actions

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.

Search Activity

Finds an activity based on different fields

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

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