Create an opportunity in Sangam-crm when Send Envelope via Signable
Create a Company in Sangam-crm when Send Envelope via Signable
Create a Campaign in Sangam-crm when Send Envelope via Signable
Update a lead in Sangam-crm when Send Envelope via Signable
Insert or Update Data With Linking Module in Sangam-crm when Send Envelope via Signable
List all enabled module in Sangam CRM when Send Envelope via Signable
Create an opportunity in Sangam-crm when Add Contact to Signable
Fetch all available fields in a specific module in Sangam-crm when Add Contact to Signable
Create a Ticket in Sangam-crm when Add Contact to Signable
Create a Company in Sangam-crm when Add Contact to Signable
Triggers
Triggers when a envelope is send.
Triggers when a new contact is add.
Triggers when an envelope is canceled
Triggers when envelope is rejected
Triggers when an envelope fails to deliver to a party.
Trigger when a new tamplate is created.
Trigger when new lead is created
Trigger when new contact is created
Triggerv when new opportunity is created
Trigger when new tickey=t is created
Trigger when new account is created
Trigger when new task is created
Trigger when new campaign is created
Trigger when new quotation is created
Trigger when new call is created
Trigger when new contract is created
Trigger when new product is created
Trigger when new holiday is created
Trigger when new reports is created
Trigger when new attchment is created
Trigger when new template is created
Actions
Send an Envelope using a Template.
Creates a new lead in Sangam CRM.
Adds a new opportunity Sangam CRM.
Fetch all fields available in specific module
Creates a new contact in Sangam CRM.
Creates a new ticket in sangam CRM.
Creates a new comppany in sangam CRM.
Creates a new campaign in sangam CRM
Update lead using name, email or mobile number or provide email id
Insert or Update Data With Linking Module
List all enabled module
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viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
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.
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.