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Salesmate supports following triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New company
Triggers when a new company is created
New contact
Triggers when a new contact is created
New activity
Triggers when a new activity is created
All Actions - Action are the automated tasks
Create deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Fetch company
Fetches a company by name, ID, or website
Fetch contact
Fetches a contact by name, ID, or email
Fetch activity
Fetches an activity by title or ID
Fetch deal
Fetches a deal by title or ID
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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