Integrate Salesmate with Voucherify

Send information between Salesmate and Voucherify automatically, without writing any code, using Zoho Flow.

Build your own integrations between Salesmate and Voucherify

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Supported triggers and actions

Integrate Salesmate and Voucherify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Redemption succeeded

Triggers when a redemption is successful

Voucher created

Triggers when a new voucher is created

Redemption status occurred

Triggers when one or more redemptions or rollback statuses have occurred

Customer added

Triggers when a new customer is added

Campaign created

Triggers when a new campaign is created

Voucher gift balance added

Triggers when a balance amount is added to a gift voucher

Business validation rule created

Triggers when a new business validation rule is created

Customer rewarded

Triggers when a customer receives a reward

Promotion tier created

Triggers when a promotion is created in Campaigns

Voucher publication succeeded

Triggers when a voucher code is published to a customer.

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create activity

Creates a new activity

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Fetch company

Fetches the details of a company by name, ID, or website

Fetch activity

Fetches the details of an activity by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch deal

Fetches the details of a deal by title or ID

Create voucher

Publishes a new voucher code

Create customer

Creates a new customer

Update customer consent

Updates the marketing permissions for the specified customer

Update customer

Updates the details of an existing customer by their customer ID or source ID

Fetch customer

Fetches the details of an existing customer by their customer ID or source ID

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.

CRM

What is Voucherify?

Voucherify is an API-centric promotion engine that empowers marketers to quickly launch and efficiently manage promotions such as coupons, gift cards, referrals, and more.

Sales Automation

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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