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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
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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.
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Set up a new task in Workstack whenever a new task is initiated in Salesflare
Salesflare + Workstack
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Build your own integrations between Salesflare and Workstack
Connect Salesflare and Workstack with over 850+ 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 Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New account
Triggers when a new account is created
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New task
Triggers when a new task is created
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New opportunity
Triggers when a new opportunity is created
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New contact
Triggers when a new contact is created
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New todo list
Triggers when a new todo list is created in the selected project
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New meeting
Triggers when a new meeting is created for the selected user
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New todo
Triggers when a new todo is created in the selected project
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New task
Triggers when a new task is created for the selected user
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New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create account
Creates a new account
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Create call
Creates a new call
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Create contact
Creates a new contact
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Create opportunity
Creates a new opportunity
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Create task
Creates a new task
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Create meeting
Creates a new meeting
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Add user to account
Adds an existing user to the selected account
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Add contact to account
Adds an existing contact to the selected account
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Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
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Fetch account
Fetches an account by ID, name, domain, or tags
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Fetch opportunity
Fetches an opportunity by ID, name, or account
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Fetch user
Fetches a user by ID, name, or email
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Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
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Fetch person
Fetches a person by ID, name, or email
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Create todo
Creates a new todo in the selected project
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Create project
Creates a new project
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Create meeting
Creates a new meeting
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Create task
Creates a new task in the selected todo
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Create todo list
Creates a new todo list in the selected project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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