DMSales + Livespace

Create new Livespace persons from new DMSales contacts in segment

Easily stay on top of new connections with this automation. Whenever a new contact surfaces in DMSales, a new profile is created for them in Livespace. This seamless workflow ensures every new contact is recognized and ready for relationship building, thereby enhancing your customer management efficiency.

When this happens...
New Contacts in Segment
This action allows you to monitor your segment for new contacts.
TriggerPolling
automatically do this!
Create Person
Creates a new person.
ActionWrite

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Supported triggers and actions

- PageRequired
- LimitRequired
- Project ID
Trigger
Polling
Try It
- ProjectRequired
- Contact's IDRequired
- ContentRequired
Action
Write
- ProjectRequired
- Contact's IDRequired
- TagsRequired
Action
Write
- ProjectRequired
- Contact's IDRequired
- TagsRequired
Action
Write
New Company
Triggers when a new company is added.
Trigger
Polling
Try It

New Deal
Triggers when a new deal is added.
Trigger
Polling
Try It
Change in Deal Status
Triggers when deal status is changed.
Trigger
Polling
Try It

- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Write
- Deal IDRequired
- NoteRequired
- Tags
Action
Write
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Write
- Task nameRequired
- Date from
- Date to
- Description
- Company
- Person
- Deal
- Responsible user ID
- Type ID
- Status ID
- Is done
- Is private
- Priority
- Additional fields
Action
Write
- DealRequired
- Deal nameRequired
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Deal name
- Status
- Deal id
Action
Search
- Company nameRequired
- Company tax number
- Company email
- Company phone
- Company id
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new company
- Company additional fields
- Tags to add
- Visibility
Action
Search or write
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Force adding new person
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
Action
Search or write

- Project's IDRequired
- SegmentRequired
Trigger
Polling
Try It
- Project IDRequired
- Person ID
- Type
- Name
- Surname
- Company name
- NIP
- KRS
- REGON
- Position
- Voivodeship
- County
- City
- Postal Code
- Street
- Street Number
- Local Number
- Email
- Phone
- Sex
- Tags
- Source
- Planned Deal Date
- Next planned action
Action
Write
- ProjectRequired
- E-mail
- Phone
- Contact ID
- Event typeRequired
- Value
- Campaign
Action
Write
- Project IDRequired
- Person IDRequired
- Type
- Name
- Surname
- Company Name
- NIP
- KRS
- REGON
- Position
- Voivodeship
- County
- City
- Postal Code
- Street
- Street Number
- Local Number
- Email
- Phone
- Sex
- Tags
- source
- Predicted Deal Date
- Next Action Date
Action
Write
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
Change in Deal Stage
Triggers when deal stage is changed.
Trigger
Polling
Try It
- Task typeRequired
Trigger
Polling
Try It
- Company IDRequired
- NoteRequired
- Tags
Action
Write
- Deal IDRequired
- Cost IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Deal IDRequired
- Product IDRequired
- Discount percent
- Description
- Amount
- Price
- Currency
Action
Write
- Person IDRequired
- NoteRequired
- Tags
Action
Write
- Company
- Company nameRequired
- Tax ID
- Company emails
- Company phones
- Description
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Person
- Person firstname and lastnameRequired
- Person emails
- Person phones
- Company name
- Description
- Position
- Source
- Website
- Owner user id
- Street
- City
- Post code
- Province code
- Country
- File
- File description
- Person additional fields
- Company additional fields
- Tags to add
- Visibility
- Tags to remove
Action
Write
- Company name
- Company tax number
- Company email
- Company phone
- Company id
Action
Search
- Person first name
- Person last name
- Person emails
- Person phones
- Company name
- Contact id
Action
Search
- Deal nameRequired
- Status
- Deal id
- Company
- Person
- Closing date
- Sales process ID
- Description
- Source
- Owner user id
- File
- File description
- Deal additional fields
- Tags to add
- Visibility
Action
Search or write