
When this happens...
New or Updated Skyvern Workflow

Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
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When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
Triggers when a new company is created
Triggers when a new lead is created
Triggers when a new deal is created.
Trigger when new product created.
Trigger when new person created.
Action is the task that follows automatically within your Skyvern integrations.
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and run a complicated goal.
Creates and starts a Skyvern task for a given URL and prompt, returning the task run ID, initial status, and app URL.
Fetch the full details of a specific task by its Task ID.
Start a new Skyvern browser session. Optionally set a session timeout and choose a proxy location.
Create a new lead

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To start, connect both your Skyvern and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Skyvern triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Skyvern data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Skyvern and Teamgate 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 Skyvern and Teamgate. 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.
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn MoreTeamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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