Connect Thanks.io and Teamgate to Build Intelligent Automations

Choose a Trigger

Thanks.io

When this happens...

Choose an Action

Teamgate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created.

New Product

New Product

Trigger when new product created.

New Person

New Person

Trigger when new person created.

Activity Status Changed

Activity Status Changed

Triggers when an activity status is changed.

Do thisActions

Action is the task that follows automatically within your Thanks.io integrations.

Delete Recipient

Delete Recipient

Deletes a Recipient from Mailing List.

Add Recipient

Add Recipient

Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.

Create Sub Account

Create Sub Account

Create Sub Account in thanks.io.

Create Lead

Create Lead

Create a new lead

Create Deal

Create Deal

Create a new deal

List All Companies

List All Companies

Retrieves the list of all company

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Frequently Asked Questions

How do I start an integration between Thanks.io and Teamgate?

To start, connect both your Thanks.io and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Thanks.io triggers actions in Teamgate (or vice versa).

Can we customize how data from Thanks.io is recorded in Teamgate?

Absolutely. You can customize how Thanks.io 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.

How often does the data sync between Thanks.io and Teamgate?

The data sync between Thanks.io and Teamgate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Thanks.io to Teamgate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Thanks.io and Teamgate?

Yes, you can set conditional logic to control the flow of data between Thanks.io 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.

Thanks.io

About Thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

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Teamgate

About Teamgate

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.

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