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Connect Avaza and Salesmate to automate project costing based on sales data. Latenode’s visual editor simplifies complex logic and integrates JavaScript for advanced customization, ensuring accurate project budgeting and real-time financial oversight.
Connect Avaza and Salesmate in minutes with Latenode.
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Create a New Scenario to Connect Avaza and Salesmate
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Avaza, triggered by another scenario, or executed manually (for testing purposes). In most cases, Avaza or Salesmate will be your first step. To do this, click "Choose an app," find Avaza or Salesmate, and select the appropriate trigger to start the scenario.
Add the Avaza Node
Select the Avaza node from the app selection panel on the right.
Avaza
Add the Salesmate Node
Next, click the plus (+) icon on the Avaza node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
Avaza
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Salesmate
Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Avaza and Salesmate Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Avaza and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesmate
Trigger on Webhook
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Avaza
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Avaza, Salesmate, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Avaza and Salesmate integration works as expected. Depending on your setup, data should flow between Avaza and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Avaza + Salesmate + Slack: When a new client is added in Avaza, a contact is created in Salesmate. Then, a notification is sent to a Slack channel to inform the sales team about the new contact.
Salesmate + Avaza + Google Calendar: When a deal is closed in Salesmate, a project is created in Avaza. Following that, a kickoff meeting is scheduled in Google Calendar to start project execution.
About Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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How can I connect my Avaza account to Salesmate using Latenode?
To connect your Avaza account to Salesmate on Latenode, follow these steps:
Can I automatically update Salesmate contacts with new Avaza project details?
Yes, you can! Latenode's visual editor makes it simple to keep Salesmate contacts updated, improving your sales team's efficiency with real-time project information.
What types of tasks can I perform by integrating Avaza with Salesmate?
Integrating Avaza with Salesmate allows you to perform various tasks, including:
HoweasilycanIcreatecustomAvazaSalesmateintegrationsonLatenode?
Latenode's visual builder and JavaScript support allows creating highly tailored integrations, adapting to your unique Avaza and Salesmate workflows.
Are there any limitations to the Avaza and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: