Create integrations between Salesmate and Filestage
Add Note in Salesmate when New Project is Created in Filestage
Create Activity in Salesmate when New Project is Created in Filestage
Create Company in Salesmate when New Project is Created in Filestage
Search User in Salesmate when New Project is Created in Filestage
Create Contact in Salesmate when New Project is Created in Filestage
Create Deal in Salesmate when New Project is Created in Filestage
Update Activity in Salesmate when New Project is Created in Filestage
Update Company in Salesmate when New Project is Created in Filestage
Update Contact in Salesmate when New Project is Created in Filestage
Update Deal in Salesmate when New Project is Created in Filestage
Actions and Triggers
When this happensTriggers
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.
Do thisActions
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
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 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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