Avaza and Salesmate Integration

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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.

Swap Apps

Avaza

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Avaza and Salesmate

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.

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Avaza

Configure the Avaza

Click on the Avaza node to configure it. You can modify the Avaza URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Avaza

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Connect Avaza

Sign In

Run node once

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.

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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.

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Avaza

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Salesmate

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Connect Salesmate

Sign In

Run node once

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.

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Salesmate Oauth 2.0

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Select an action *

Select

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The action ID

Run node once

Set Up the Avaza and Salesmate Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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AI Anthropic Claude 3

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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.

Most powerful ways to connect Avaza and Salesmate

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.

Avaza and Salesmate integration alternatives

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.

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.

See how Latenode works

FAQ Avaza and Salesmate

How can I connect my Avaza account to Salesmate using Latenode?

To connect your Avaza account to Salesmate on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Avaza and click on "Connect".
  • Authenticate your Avaza and Salesmate accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create Salesmate contacts from new Avaza clients automatically.
  • Update Salesmate deal stages based on Avaza project milestones.
  • Send Avaza task updates as internal notes in Salesmate.
  • Trigger Avaza project creation when a Salesmate deal is won.
  • Synchronize Avaza timesheets with Salesmate activity logs.

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:

  • Real-time synchronization depends on the API rate limits of both Avaza and Salesmate.
  • Complex data transformations may require some JavaScript knowledge.
  • Historical data migration between Avaza and Salesmate is not supported directly.

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