Integrate Salesflare with Worksnaps

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

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Create a task in Worksnaps each time a new task is initiated in Salesflare

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Worksnaps upon the addition of a task 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 Worksnaps.
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Create a task in Worksnaps each time a new task is initiated in Salesflare

Salesflare + Worksnaps

Build your own integrations between Salesflare and Worksnaps

Connect Salesflare and Worksnaps 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 Worksnaps 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

Project created

Triggers when a new project is created

User created

Triggers when a new user 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 task assignment

Creates a new task assignment

Create time entry

Creates a new offline time entry for the specified user

Create task

Creates a new task

Update project

Updates the details of an existing project

Update time entry

Updates the details of an existing time entry

Update task

Updates the details of an existing task

Fetch task assignment

Fetches the details of an existing task assignment using ID

Fetch project

Fetches the details of an existing project using ID

Fetch task

Fetches the details of an existing task using ID

Fetch time entry

Fetches the details of an existing time entry using ID

Fetch user

Fetches the details of an existing user using ID

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 Worksnaps?

Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.

Time Tracking

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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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