Connect salesoptima and Elasticsearch to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for salesoptima
Choose an Action
Automatically do this!
Create Document
Create Document ( without selecting index)
Bulk Add Documents to an index
Delete Index
Create Index
Search (Fuzzy search)
Update Document
Bulk update documents
Bulk delete documents
Bulk Add Documents With Document Id
Enable Integrations or automations with these events of salesoptima and Elasticsearch
Enable Integrations or automations with these events of salesoptima and Elasticsearch
Actions
Create Document
create a doc
Create Document ( without selecting index)
index name is inside the document
Bulk Add Documents to an index
add many documents in one go
Delete Index
delete an index
Create Index
create an index
Search (Fuzzy search)
fuzzy search
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your salesoptima and Elasticsearch accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in Elasticsearch (or vice versa).
Absolutely. You can customize how salesoptima data is recorded in Elasticsearch. This includes choosing which data fields go into which fields of Elasticsearch, setting up custom formats, and filtering out unwanted information.
The data sync between salesoptima and Elasticsearch 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 salesoptima and Elasticsearch. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
Learn MoreAbout Elasticsearch
Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.
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