Integrate Salesflare with Redbooth

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

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Create a new task in Redbooth each time a new task is created in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Redbooth when a new task is created 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 Redbooth.
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Create a new task in Redbooth each time a new task is created in Salesflare

Salesflare + Redbooth

Build your own integrations between Salesflare and Redbooth

Connect Salesflare and Redbooth with over 800+ 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 Redbooth 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 account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity is created

New workspace

Triggers when a new workspace is created in the selected organization

New task

Triggers when a new task is created

New task list

Triggers when a new task list is created

New notification

Triggers when you have a new notification

New organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create contact

Creates a new contact

Create task

Creates a new task

Create call

Creates a new call

Fetch person

Fetches a person by ID, name, or email

Fetch contact

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

Fetch user

Fetches a user by ID, name, or email

Fetch account

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

Fetch pipeline stage

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

Fetch opportunity

Fetches an opportunity by ID, name, or account

Create organization

Creates a new organization

Create task

Creates a new task

Add comment

Adds a new comment

Create workspace

Creates a new workspace in the selected organization

Create task list

Creates a new task list

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 Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

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 >

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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