Connect Crystal Ball and Flow to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

Flow

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Crystal Ball

Do thisActions

Action is the task that follows automatically within your Crystal Ball integrations.

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and Flow?

To start, connect both your Crystal Ball and Flow accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Flow (or vice versa).

Can we customize how data from Crystal Ball is recorded in Flow?

Absolutely. You can customize how Crystal Ball data is recorded in Flow. This includes choosing which data fields go into which fields of Flow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and Flow?

The data sync between Crystal Ball and Flow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to Flow?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and Flow?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and Flow. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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