Integrate Salesmate with Workstack
Send information between Salesmate and Workstack automatically, without writing any code, using Zoho Flow.
Build your own integrations between Salesmate and Workstack
Connect Salesmate and Workstack with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesmate and Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
New todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
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 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
Update contact
Updates the details of an existing contact
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
Create todo
Creates a new todo in the selected project
Create project
Creates a new project
Create meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected project
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.
Similar apps
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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.
Learn more >
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
