Connect VATlayer and Sangam CRM to Build Intelligent Automations

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VATlayer

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Trigger when new lead is created

New Contact Created

New Contact Created

Trigger when new contact is created

New Opportunity Created

New Opportunity Created

Triggerv when new opportunity is created

New Ticket Created

New Ticket Created

Trigger when new tickey=t is created

New Account Created

New Account Created

Trigger when new account is created

New Task Created

New Task Created

Trigger when new task is created

Do thisActions

Action is the task that follows automatically within your VATlayer integrations.

Validate VAT number

Validate VAT number

Check whether a VAT number is valid and return its country and status

Get VAT rate

Get VAT rate

Get the current VAT rate for a country or VAT number.

Get VAT rates

Get VAT rates

Retrieve current VAT rates (standard and reduced) for countries.

Create a new Lead

Create a new Lead

Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.

Create an opportunity

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all available fields in a specific module

Fetch all fields available in specific module

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Step by step guides to integrate VATlayer and Sangam CRM

Frequently Asked Questions

How do I start an integration between VATlayer and Sangam CRM?

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

Can we customize how data from VATlayer is recorded in Sangam CRM?

Absolutely. You can customize how VATlayer data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between VATlayer and Sangam CRM?

The data sync between VATlayer and Sangam CRM 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 VATlayer to Sangam CRM?

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 VATlayer and Sangam CRM?

Yes, you can set conditional logic to control the flow of data between VATlayer and Sangam CRM. 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.

VATlayer

About VATlayer

VATlayer provides a reliable and easy-to-use API for VAT number validation, VAT rates, and VAT compliance. It is designed to help businesses manage their VAT obligations efficiently and accurately.

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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.

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