Automate anything with heartbeat & sangam-crm Integrations!

When this happens

Triggers

heartbeat
New Event

Triggers when new events are created.

heartbeat
New Thread

Triggers when the new thread is created.

heartbeat
On group join

Triggers when a user joins a group

heartbeat
New User

Triggers when a new user joins your community through an invitation link.

heartbeat
New Event Rsvp

Triggers when the user RSVP'd "Yes" OR confirms the event invitation.

heartbeat
New or Updated User

Triggers when a new user joins your community or their information is updated.

heartbeat
Course completed

Triggers when course is completed

sangam-crm
New Lead

Trigger when new lead is created

sangam-crm
New Contact

Trigger when new contact is created

sangam-crm
New Opportunity

Triggerv when new opportunity is created

sangam-crm
New Ticket

Trigger when new tickey=t is created

sangam-crm
New Account

Trigger when new account is created

sangam-crm
New Task

Trigger when new task is created

sangam-crm
New Campaign

Trigger when new campaign is created

sangam-crm
New Quotation

Trigger when new quotation is created

sangam-crm
New Call

Trigger when new call is created

sangam-crm
New Contract

Trigger when new contract is created

sangam-crm
New Product

Trigger when new product is created

sangam-crm
New Holiday

Trigger when new holiday is created

sangam-crm
New Reports

Trigger when new reports is created

sangam-crm
New Attachment

Trigger when new attchment is created

sangam-crm
New Template

Trigger when new template is created

Do this

Actions

heartbeat
Add user to group

Add members to a group.

heartbeat
Create a Group

Creates a new Group in your Heartbeat community.

heartbeat
Remove User from Group

Remove members from a group.

heartbeat
Find User

Find the user by their E-mail id.

heartbeat
Create a Channel

Creates a new Channel in your Heartbeat community.

heartbeat
Create a Thread

Creates a new thread.

heartbeat
Create a Comment

Creates a new comment in your community.

heartbeat
Create a Event

Creates a new Event in your Heartbeat community

heartbeat
Deactivate User

Remove a user from the Heartbeat community. The user will no longer have access to the community.

heartbeat
Invite Users

Create an invitation link in the Heartbeat community for users to join. Pre-approved links are automatically accepted.

heartbeat
Send Direct Message

Send a new direct message in your community.

sangam-crm
Create a lead

Creates a new lead in Sangam CRM.

sangam-crm
Create an opportunity

Adds a new opportunity Sangam CRM.

sangam-crm
Fetch all available fields in a specific module

Fetch all fields available in specific module

sangam-crm
Create a Contact

Creates a new contact in Sangam CRM.

sangam-crm
Create a Ticket

Creates a new ticket in sangam CRM.

sangam-crm
Create a Company

Creates a new comppany in sangam CRM.

sangam-crm
Create a Campaign

Creates a new campaign in sangam CRM

sangam-crm
Update a lead

Update lead using name, email or mobile number or provide email id

sangam-crm
Insert or Update Data With Linking Module

Insert or Update Data With Linking Module

sangam-crm
List all enabled module

List all enabled module

Frequently Asked Questions

How do you map data in viaSocket workflows?
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn More
How does viaSocket handle errors or exceptions in automated workflows?
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn More
Is it possible to customize automated workflows according to my business needs?
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn More
What happens if one of the connected apps changes its API or functionality?
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Sangam CRM
About Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

Heartbeat
About Heartbeat

Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.

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Integrations run at

viasocket