Integrate Salesflare with Workstack
Send information between Salesflare and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Workstack whenever a new task is initiated in Salesflare
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Workstack 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 the selected todo in Workstack.
Set up a new task in Workstack whenever a new task is initiated in Salesflare
Salesflare + Workstack
Build your own integrations between Salesflare and Workstack
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Supported triggers and actions
Integrate Salesflare and Workstack 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 task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project 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 task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo
Creates a new todo in the selected project
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new project
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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