Integrate Salesflare with Taskworld
Send information between Salesflare and Taskworld automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Taskworld as tasks are initiated in Salesflare
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Taskworld 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 Taskworld.
Create tasks in Taskworld as tasks are initiated in Salesflare
Salesflare + Taskworld
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Supported triggers and actions
Integrate Salesflare and Taskworld using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create call
Creates a new call
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Create meeting
Creates a new meeting
Add user to account
Adds an existing user to the selected account
Add contact to account
Adds an existing contact to the selected account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch user
Fetches a user by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch person
Fetches a person by ID, name, or email
Create project
Creates a new project
Add task to task list
Adds a task to a task list in the specified project and workspace
Create task
Creates a new task
Create message
Creates a message in the selected workspace
Create tag
Creates a new tag
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified 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.
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What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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