Salesflare integration with Salesflare
How to Create Salesflare tasks when new opportunities are won in Salesflare
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesflare tasks when new opportunities are won in Salesflare" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Salesflare integrations
Salesflare actions
Nekton can use any feature that is available in Salesflare API.
Using our advanced AI, you can easily create custom automations for Salesflare.
Here are some typical actions you can do in your automated workflows.
Add Contact to Account
Add a contact to an account.
Create Account
Creates a new account.
Create Contact
Creates a new contact.
Create Internal Note
Creates a new internal note.
Create Task
Creates a new task.
Update Account
Update an existing account.
About Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.