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 650+ 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 task

Triggers when a new task is created

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create call

Creates a new call

Create account

Creates a new account

Create contact

Creates a new contact

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Fetch contact

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

Fetch user

Fetches a user by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch pipeline stage

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

Fetch person

Fetches a person by ID, name, or email

Fetch account

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

Create contact

Creates a new contact

Create task

Creates a new task

Create appointment

Creates a new appointment

Create email

Creates a new email

Create company

Creates a new company

Fetch contact

Fetches details of an existing 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.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

Siddharth Ahuja

CEO, Fabricroot

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