Integrating Formatter By Connect with Salesmate.io by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Formatter By Connect and Salesmate.io

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About Formatter By Connect

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Integrations for Salesmate.io
Connect Formatter By Connect + Salesmate.io in easier way

It's easy to connect Formatter By Connect + Salesmate.io without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • Actions
  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Formatter By Connect & Salesmate.io Integrations Work

  1. Step 1: Choose Formatter By Connect as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesmate.io as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Formatter By Connect to Salesmate.io.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 14, 2024, 10:19 am
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