
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!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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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.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.
Creates a new Company, probably with input from previous steps.
Find an User based on different fields.
Creates a new Contact, probably with input from previous steps.
Creates a new Deal

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

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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 Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how SuperSaaS data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between SuperSaaS and Salesmate 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 Salesmate. 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 MoreSalesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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