Connect Webshipper and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted
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
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger's when an order is created.
Order Updated
Trigger's when an order is updated.
Order Deleted
Trigger's when an order is deleted.
Shipment Created
Trigger's when a new shipment is created.
Shipment Updated
Trigger's when a shipment is updated.
Shipment Deleted
Trigger's when a shipment was deleted.
Do thisActions
Action is the task that follows automatically within your Webshipper integrations.
Create a User
Create a new user.
Update an User
Update an user by user email.
Delete a User
Delete an user by email address.
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.
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Frequently Asked Questions
To start, connect both your Webshipper and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Webshipper 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 Webshipper 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 Webshipper 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 Webshipper
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
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.
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