Automate anything with sangam-crm & todoist Integrations!

When this happens

Triggers

sangam-crm
New Lead

Trigger when new lead is created

sangam-crm
New Contact

Trigger when new contact is created

sangam-crm
New Opportunity

Triggerv when new opportunity is created

sangam-crm
New Ticket

Trigger when new tickey=t is created

sangam-crm
New Account

Trigger when new account is created

sangam-crm
New Task

Trigger when new task is created

sangam-crm
New Campaign

Trigger when new campaign is created

sangam-crm
New Quotation

Trigger when new quotation is created

sangam-crm
New Call

Trigger when new call is created

sangam-crm
New Contract

Trigger when new contract is created

sangam-crm
New Product

Trigger when new product is created

sangam-crm
New Holiday

Trigger when new holiday is created

sangam-crm
New Reports

Trigger when new reports is created

sangam-crm
New Attachment

Trigger when new attchment is created

sangam-crm
New Template

Trigger when new template is created

todoist
New Project

Trigger when a new project is created.

todoist
New Incomplete Task

Trigger when new Incomplete task is created .

Do this

Actions

sangam-crm
Create a lead

Creates a new lead in Sangam CRM.

sangam-crm
Create an opportunity

Adds a new opportunity Sangam CRM.

sangam-crm
Fetch all available fields in a specific module

Fetch all fields available in specific module

sangam-crm
Create a Contact

Creates a new contact in Sangam CRM.

sangam-crm
Create a Ticket

Creates a new ticket in sangam CRM.

sangam-crm
Create a Company

Creates a new comppany in sangam CRM.

sangam-crm
Create a Campaign

Creates a new campaign in sangam CRM

sangam-crm
Update a lead

Update lead using name, email or mobile number or provide email id

todoist
Find Users

Searches for a user who is connected/shared with your account.

todoist
Find or Create Task

Find an exiting task or Create a new task

todoist
Find or Create Project

Find an exiting project or create a new project

todoist
Update Task

Update an exiting task.

todoist
Mark Task as Completed

Mark a task as completed.

todoist
Create Task

Create a new task.

todoist
Create Project

Create a new project.

todoist
Add Comment to Task

Add new comment to a task

todoist
Add Comment to Project

Add new comment to a project.

todoist
Get Project Collaborators

get all collaborators for a specific project.

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Todoist
About Todoist

Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.

Sangam CRM
About Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

Integrations run at

viasocket