Connect Sangam CRM and TemplateDocs
Integrate Sangam CRM with TemplateDocs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Template File URL from TemplateDocs when New Lead Created in Sangam CRM
Update Template Name And Warnings in TemplateDocs when New Lead Created in Sangam CRM
List or Search Templates from TemplateDocs when New Lead Created in Sangam CRM
Get Template File URL from TemplateDocs when New Contact Created in Sangam CRM
Update Template Name And Warnings in TemplateDocs when New Contact Created in Sangam CRM
Popular Sangam CRM + TemplateDocs flows
Start from a real workflow other teams are already running.
Choose a trigger
Sangam CRM
When this happens...
New Lead Created
New Contact Created
Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Is Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Report Is Created
New Attachment Is Created
New Template Created
New Lead Updated
Contact Updated
Opportunity Updates
Existing Contract Updated
Ticket Is Updated
Account Is Updated
Task Is Updated
Campaign Updated
Quotation Updated
Call Is Updated
Existing Product Is Updated
Holiday Is Updated
Report Is Updated
Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
Lead Created Or Updated
Record Created Or Updated
Choose an action
TemplateDocs
Automatically do this!
Generate Document from Template
Get Template File URL
Update Template Name And Warnings
List or Search Templates
Get Template File URL from TemplateDocs when New Lead Created in Sangam CRM
Use this flowUpdate Template Name And Warnings in TemplateDocs when New Lead Created in Sangam CRM
Use this flowList or Search Templates from TemplateDocs when New Lead Created in Sangam CRM
Use this flowGet Template File URL from TemplateDocs when New Contact Created in Sangam CRM
Use this flowUpdate Template Name And Warnings in TemplateDocs when New Contact Created in Sangam CRM
Use this flowList or Search Templates from TemplateDocs when New Contact Created in Sangam CRM
Use this flowGet Template File URL from TemplateDocs when Opportunity Created in Sangam CRM
Use this flowUpdate Template Name And Warnings in TemplateDocs when Opportunity Created in Sangam CRM
Use this flowList or Search Templates from TemplateDocs when Opportunity Created in Sangam CRM
Use this flowGet Template File URL from TemplateDocs when New Ticket Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Sangam CRM and TemplateDocs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Sangam CRM integrations.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
Create Ticket
Create a new ticket
Create Company
Create a new company record
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Sangam CRM and TemplateDocs workflows.
Learn how to automate Sangam CRM and TemplateDocs workflows.
Learn how to automate Sangam CRM and TemplateDocs workflows.
Learn how to automate Sangam CRM and TemplateDocs workflows.
Learn how to automate Sangam CRM and TemplateDocs workflows.
Learn how to automate Sangam CRM and TemplateDocs workflows.
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About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
About TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sangam CRM and TemplateDocs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sangam CRM and TemplateDocs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TemplateDocs. No coding required.
Yes. You can set up a workflow where Sangam CRM triggers actions in TemplateDocs, and a separate workflow where TemplateDocs triggers actions in Sangam CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sangam CRM and TemplateDocs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sangam CRM and TemplateDocs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
