Integrate Salesflare with Aero Workflow

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

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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
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Aero Workflow.
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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

Connect Salesflare and Aero Workflow 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 Aero Workflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create opportunity

Creates a new opportunity

Add contact to account

Adds an existing contact to the selected account

Create call

Creates a new call

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Create contact

Creates a new contact

Create meeting

Creates a new meeting

Create task

Creates a new task

Fetch person

Fetches a person by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch contact

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

Fetch pipeline stage

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

Fetch user

Fetches a user by ID, name, or email

Fetch account

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

Create contact

Creates a new contact

Create email

Creates a new email

Create appointment

Creates a new appointment

Create task

Creates a new task

Create company

Creates a new company

Fetch contact

Fetch details of a contact by 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 Aero Workflow?

Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.

Accounting

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.

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Custom functions

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

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

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