Integrate Salesflare with Active Collab

Send information between Salesflare and Active Collab automatically, without writing any code, using Zoho Flow.

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Set up tasks in Active Collab when new tasks are initiated in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Active Collab whenever a new task is initiated in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Active Collab.
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Set up tasks in Active Collab when new tasks are initiated in Salesflare

Salesflare + Active Collab

Build your own integrations between Salesflare and Active Collab

Connect Salesflare and Active Collab with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesflare and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New account

Triggers when a new account is created

Task closed

Triggers when a task is closed

Task updated

Triggers when the details of an existing task is updated

Task list created

Triggers when a new task list is created in a project

Project created

Triggers when a new project is created

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create call

Creates a new call

Create task

Creates a new task

Create contact

Creates a new contact

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Create opportunity

Creates a new opportunity

Create meeting

Creates a new meeting

Add contact to account

Adds an existing contact to the selected account

Fetch person

Fetches a person by ID, name, or email

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Add comment to discussion

Adds a new comment to discussion

Create task

Creates a new task

Create project

Creates a new project

Add comment to task

Creates a new comment in the selected task

Create company

Creates a new company

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Move task

Moves the specified task to the selected task list

Fetch label

Fetches the details of an existing label by ID or name

Fetch project

Fetches the details of an existing project by ID or name

Fetch currency

Fetches the details of an existing currency by ID, name, or code

Fetch company

Fetches the details of an existing company by ID or name

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

Fetch template

Fetches the details of an existing template

Fetch category

Fetches the details of an existing category by ID or name

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

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