Integrate Workast with Salesmate
Send information between Workast and Salesmate automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Workast and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created in a space
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create Space
Creates a new Space
Create task
Creates a new task
Mark task as completed
Marks a task as completed
Move task
Move tasks between Spaces
Fetch user
Fetches the details of an existing user by email address
Create contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
What is Workast?
Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.
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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.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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