Connect Vouchery and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
Voucher Created
Choose an Action
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
Ready to use Vouchery and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Triggered when a new voucher is created.
Do thisActions
Action is the task that follows automatically within your Vouchery integrations.
Create Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
Find Voucher
Find voucher by campaign metadata.
List Customers
Get a list of customers.
Get Not Cancelled Redemptions
Get not cancelled redemptions
List Invalid Redemptions
Get a list of all invalid redemptions.
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Frequently Asked Questions
To start, connect both your Vouchery and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Vouchery triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Vouchery 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 Vouchery 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 Vouchery 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.
About Vouchery
Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
Learn MoreAbout Salesmate
Salesmate 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.
Learn More
