Salesmate

CRM

Worksection

Project Management

Integrations Salesmate Worksection

Create integrations between Salesmate and Worksection

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Add Note in Salesmate when New Project in Worksection

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Create Activity in Salesmate when New Project in Worksection

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Create Company in Salesmate when New Project in Worksection

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Search User in Salesmate when New Project in Worksection

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Create Contact in Salesmate when New Project in Worksection

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Search Activity through Salesmate when New Project in Worksection

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Search Company in Salesmate when New Project in Worksection

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Search Contact in Salesmate when New Project in Worksection

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Add Note in Salesmate when New Task in Project in Worksection

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Create Activity in Salesmate when New Task in Project in Worksection

Actions and Triggers

Triggers

New Project

Triggers when a new project is created.

New Task in Project

Triggers when a new task is created in selected project.

New Comment in Task

Triggers when a new comment is posted in selected task

Task Completed in Project

Triggers when a task is marked as completed. Does not trigger on completed subtasks

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 Worksection

Worksection is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team communication, and improve productivity. It offers features such as task management, time tracking, file sharing, and reporting to help teams stay organized and on track.

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