SendX + TeamWave Integration

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SendX + TeamWave Integration
1.
  • SendX
    Contact is added in SendX

    Triggers the automation when a new contact is added

  • TeamWave
    Person is created in TeamWave

    Triggers the automation when a new person is created

  • TeamWave
    Person is updated in TeamWave

    Triggers the automation when a person's profile is updated

  • TeamWave
    Project is created in TeamWave

    Triggers the automation when a new project is created

  • TeamWave
    Deal is created in TeamWave

    Triggers the automation when a deal is created

  • TeamWave
    Deal is updated in TeamWave

    Triggers the automation when a deal is updated

  • TeamWave
    Task is created in TeamWave

    Triggers the automation when a new task is created

  • TeamWave
    Task list is created in TeamWave

    Triggers the automation when a new task list is created

  • TeamWave
    Organization is created in TeamWave

    Triggers the automation when a new organization is created

  • TeamWave
    Organization is updated in TeamWave

    Triggers the automation when any organization's profile is modified

  • TeamWave
    Milestone is created in TeamWave

    Triggers the automation when a new milestone is created

  • TeamWave
    Time log is created in TeamWave

    Triggers the automation when a new time log is created

  • TeamWave
    Activity is created in TeamWave

    Triggers the automation when a new activity is created

2.
  • SendX
    Add or Update Contact in SendX

    Adds new contact information or update existing contact details

  • SendX
    Add tags in SendX

    Categorize and assign tags based on predefined criteria

  • SendX
    Remove tags in SendX

    Removes tags

  • TeamWave
    Create person in TeamWave

    Generates a new person

  • TeamWave
    Search person in TeamWave

    Retrieves information about a person

  • TeamWave
    Update person in TeamWave

    Updates the information of a person

  • TeamWave
    Create deal in TeamWave

    Generates a new deal with

  • TeamWave
    Update deal in TeamWave

    Updates deal information based on new criteria or changes

  • TeamWave
    Search deal in TeamWave

    Retrieves and find a deal

  • TeamWave
    Create task in TeamWave

    Creates a new task

  • TeamWave
    Create activity in TeamWave

    Generates a new activity or task

  • TeamWave
    Create organization in TeamWave

    Generates a new invoice

  • TeamWave
    Update organization in TeamWave

    Updates organization information

  • TeamWave
    Search organization in TeamWave

    Finds and retrieves information about a organization

  • TeamWave
    Create event in TeamWave

    Adds a new contact to the contact list

  • TeamWave
    Search user in TeamWave

    Searches for a user

  • TeamWave
    Create milestone in TeamWave

    Creates a milestone to track progress

  • TeamWave
    Create project in TeamWave

    Creates a new project

  • TeamWave
    Add follower in TeamWave

    Increase your follower count

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