
When this happens...
New Company
New Lead
New Deal
New Product
New Person
Activity Status Changed
New Won Deal
Deal Stage Changed

Automatically do this!
Send Message on Whatsapp using Template
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when an activity status is changed.
Action is the task that follows automatically within your Teamgate integrations.
Create a new lead
Create a new deal
Retrieves the list of all company
Retrieves the list of all User
Retrieves the get pipeline collection
Retrieves all custom fields defined in your Teamgate account.

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 Teamgate and Botse accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamgate triggers actions in Botse (or vice versa).
Absolutely. You can customize how Teamgate data is recorded in Botse. This includes choosing which data fields go into which fields of Botse, setting up custom formats, and filtering out unwanted information.
The data sync between Teamgate and Botse 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 Teamgate and Botse. 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.
Teamgate 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.
Learn MoreBotse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.
Learn More