Connect Wildapricot and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Membership
New Invoice
New Payment
New Event
New Refund
Refund Deleted
Refund Updated
New Event Registration
Event Registration Updated
Event Registration Deleted
Contact Deleted
Contact Updated
Invoice Updated
Event Updated
Membership Suspended
Membership Enabled
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 Wildapricot and Salesmate automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in your Wild Apricot account.
New Membership
Triggers when a new membership is created in your Wild Apricot account.
New Invoice
Triggers when a new invoice is created in your Wild Apricot account.
New Payment
Triggers when a new payment is created in your Wild Apricot account.
New Event
Triggers when a new event is created in your Wild Apricot account.
New Refund
Triggers when a new refund is created in your Wild Apricot account.
Do thisActions
Action is the task that follows automatically within your Wildapricot integrations.
Delete Contact
Deletes a contact from your WildApricot database.
Add a Contact
Adds a new contact or member details in your WildApricot database.
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 Wildapricot and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Wildapricot 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 Wildapricot 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 Wildapricot 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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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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