
When this happens...
New Assistant
New Tool
New Phone Number

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new assistant is created in Vapi.
Triggered when a new tool is created in Vapi.
Triggered when a new phone number is created in Vapi.
Action is the task that follows automatically within your Vapi integrations.
Create an Assistant.
Create a tool.
Create a phone number.
Get a specific phone number details by its id.
Get a specific tool details by its id.
Get a specific assistant details by its id.

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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 Vapi and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Vapi triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Vapi 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 Vapi 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 Vapi 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.
Vapi is an advanced AI platform designed to enhance and streamline various business processes through intelligent automation and machine learning capabilities. It offers tools and solutions that cater to a wide range of industries, enabling businesses to leverage artificial intelligence for improved efficiency and decision-making.
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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