Connect viaSocket Table and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New records created
New records updated
Column Update Event
New records Updated or Created
New Row Created
Record Updated
Record Deleted
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use viaSocket Table and Sage Sales Management automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New records created
Get rows from the selected table that were created within the past N minutes (as specified by scheduledTime).
New records updated
Fetch rows from the selected table that were created or updated within the last specified minutes (default 15).
Column Update Event
Triggers when a value is updated in a selected column.
New records Updated or Created
Fetch rows from the selected table that were created or updated within the recent time window (default: last 15 minutes).
New Row Created
Triggers when a new row is created in your Table.
Record Updated
Triggers when an existing record is updated in your Table.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Create a Row
Insert a new record into the selected table using the provided field values.
Update row
Update one or more fields on a specific table row.
List all records
Retrieve rows from a selected table. Optionally filter results by specifying a column and value.
Delete Records
Remove one or more rows from the selected table using comma-separated row IDs.
Find Table Records
Retrieve rows from a selected table using optional filters (filter formula, query, or key/value). Supports limit, offset, sorting, and selecting specific fields.
Get all Columns
Retrieves a list of all columns from a specified table.
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Frequently Asked Questions
To start, connect both your viaSocket Table and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how viaSocket Table data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between viaSocket Table and Sage Sales Management 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 viaSocket Table and Sage Sales Management. 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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