Integrate Salesflare with Yodiz
Send information between Salesflare and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Yodiz whenever a new task is initiated in Salesflare
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Yodiz every time a new task is added 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 user story in Yodiz.
Set up a new task in Yodiz whenever a new task is initiated in Salesflare
Salesflare + Yodiz
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Supported triggers and actions
Integrate Salesflare and Yodiz 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
Task created
Triggers when a new task is created in a user story
Epic created
Triggers when a new epic is created
User story created
Triggers when a new user story is created
Issue created
Triggers when a new issue 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 issue
Creates a new issue
Update issue
Updates the details of an existing issue
Update user story
Updates the details of an existing user story
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create user story
Creates a new user story
Create epic
Creates a new epic
Update task
Updates the details of an existing task
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.
Similar apps
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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