Connect Woovi and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Webhook Event
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 Woovi and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Webhook Event
Runs when new webhook event
Do thisActions
Action is the task that follows automatically within your Woovi integrations.
Issue Charge Refund
Issue full or partial refund
Create Charge
Create a new Woovi payment charge (PIX or overdue) and return the charge details.
Create a Pix QrCode Static
Generate a static PIX QR code for a payment and return the QR image, BR code, and payment link.
Create a new Customer
Create a new customer in the system.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Woovi and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Woovi triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Woovi 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 Woovi 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 Woovi 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 Woovi
Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.
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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