Integrate Salesflare with Aero Workflow
Send information between Salesflare and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Aero Workflow whenever a new task is initiated in Salesflare
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Aero Workflow whenever a new task is initiated in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Aero Workflow.
Set up a new task in Aero Workflow whenever a new task is initiated in Salesflare
Salesflare + Aero Workflow
Build your own integrations between Salesflare and Aero Workflow
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Supported triggers and actions
Integrate Salesflare and Aero Workflow 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
Contact created
Triggers when a new contact 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
Create email
Creates a new email
Create appointment
Creates a new appointment
Create company
Creates a new company
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact
Fetches details of an existing contact by ID
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
