Superchat + umsatz.io

Modify deal stages in umsatz.io and send whatsapp templates in Superchat

Stay on top of your sales process effortlessly with this workflow. When you change the stage of a deal in Umsatz.io, it sends a message via the Superchat app, keeping everyone informed in real time. Streamline your communications and improve efficiency with this seamless integration. No more manually sending updates, let this workflow do the work for you.

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ActionWrite

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Supported triggers and actions

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
Try It
Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write
Contact Updated
Triggers when a contact is modified.
Trigger
Instant
Try It
Message Sending Failed
Triggers when sending an outbound message failed.
Trigger
Instant
Try It
New Outbound Message
Triggers when a new message is sent.
Trigger
Instant
Try It
- Webhook Target URLRequired
- Values
Action
Write
- Conversation IDRequired
- ContentRequired
- Attachments (File IDs)
Action
Write
- Sender nameRequired
- To (identifier)Required
- Content TypeRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Conversation IDRequired
Action
Write
- Conversation IDRequired
- StatusRequired
Action
Write
- FieldRequired
- ValueRequired
Action
Search

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
Try It
New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
New Inbound Message
Triggers when a new message is received.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Contact IDRequired
Action
Write
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Sender nameRequired
- To (Email Address or Contact ID)Required
- Subject
- HTML
- Text
- Attachments (File IDs)
Action
Write
- Sender nameRequired
- To (Phone Number or Contact ID)Required
Action
Write
- Conversation IDRequired
Action
Write
- Conversation IDRequired
Action
Write
- File NameRequired
- FileRequired
Action
Write
- IDRequired
Action
Search

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn more

Related categories

Sales & CRM

Superchat + umsatz.io

Modify deal stages in umsatz.io and send whatsapp templates in Superchat

Contact Property Changed

New Activity

New Deal Created

Deal Stage Changed

Create Deal

Update Deal

Find Contact by Id

Find Deal by Id

Find or Create Contact by Email

Contact Updated

Message Sending Failed

New Outbound Message

Start an Automation

Create Note

Send Message

Update Contact

Update Conversation Inbox

Update Conversation Status

Find a Contact

Deal Property Changed

New Contact Created

New Form Submission

Create Contact

Update Contact

Find Contact by Email

Find Deals by Email

Find Contact by Search

Contact Created

New Inbound Message

Note Created

Add Contact to Contact List

Create Contact

Send Email

Send WhatsApp Template

Update Conversation Assignees

Update Conversation Labels

Upload File

Find a File

About Superchat

Related categories

Similar apps

Zapier Forms

About umsatz.io

Related categories