
When this happens...
New User
New Appointment
Appointment Changes
User Is Created, Updated, or Deleted
New Form
Credit Purchase
Send Mail
Reminder or Follow Up Arrives

Automatically do this!
Update Account
Create Deal
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Upsert Contact
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when user creates new login
Runs when new appointment is created
Runs when appointment is created, changed, or deleted
Runs when User Is Created, Updated, or Deleted
Runs when Stand-Alone Form Is Submitted
Runs when credit purchase
Action is the task that follows automatically within your SuperSaaS integrations.
Update an existing account
Create a new deal.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.
Creates a note inside the selected module inside freshsales suite.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SuperSaaS and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how SuperSaaS data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between SuperSaaS and Freshsales Suite 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 SuperSaaS and Freshsales Suite. 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.
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
Learn MoreFreshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn More