Connect Waveline Extract and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Waveline Extract
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
Enable Integrations or automations with these events of Waveline Extract and Salesmate
Enable Integrations or automations with these events of Waveline Extract and Salesmate
Actions
Create Job - Extract Document
Create the job to extracts data(JSON) from your document.
Get Job
Get the result of a job you created earlier with Extract Document
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
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Frequently Asked Questions
To start, connect both your Waveline Extract and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Waveline Extract triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Waveline Extract 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 Waveline Extract 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 Waveline Extract 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 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.
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