Connect Sanity and salesoptima to Build Intelligent Automations

Choose a Trigger

Sanity

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Sanity and salesoptima

Enable Integrations or automations with these events of Sanity and salesoptima

Actions

Create project

Create project

Create a new project with a display name and optional organization ID

Update Project

Update Project

Modify an existing Sanity project's name, settings, or metadata.

Delete Project

Delete Project

Delete a specific project.

Update Role

Update Role

Update the details of specific role.

Delete Role

Delete Role

Delete a specific role by its id.

Request a new Action for Sanity

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Frequently Asked Questions

How do I start an integration between Sanity and salesoptima?

To start, connect both your Sanity and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanity triggers actions in salesoptima (or vice versa).

Can we customize how data from Sanity is recorded in salesoptima?

Absolutely. You can customize how Sanity data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sanity and salesoptima?

The data sync between Sanity and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sanity to salesoptima?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sanity and salesoptima?

Yes, you can set conditional logic to control the flow of data between Sanity and salesoptima. 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.

Sanity

About Sanity

Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.

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salesoptima

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.

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