Connect Tess and Saleshandy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tess
Choose an Action
Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Enable Integrations or automations with these events of Tess and Saleshandy
Enable Integrations or automations with these events of Tess and Saleshandy
Actions
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
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Frequently Asked Questions
To start, connect both your Tess and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Tess data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and Saleshandy 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 Tess and Saleshandy. 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.
About Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn MoreAbout Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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