Connect Flodesk and webCRM
Integrate Flodesk with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Activity in webCRM when New Subscriber Created in Flodesk
List All Activities in Webcrm when New Subscriber Created in Flodesk
List All Campaigns from webCRM when New Subscriber Created in Flodesk
List All Documents from webCRM when New Subscriber Created in Flodesk
List All Events from webCRM when New Subscriber Created in Flodesk
Popular Flodesk + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Flodesk
When this happens...
New Subscriber Created
New Subscriber Added to a Segment
Subscriber Unsubscribed
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Create Activity in webCRM when New Subscriber Created in Flodesk
Use this flowList All Activities in Webcrm when New Subscriber Created in Flodesk
Use this flowList All Campaigns from webCRM when New Subscriber Created in Flodesk
Use this flowList All Documents from webCRM when New Subscriber Created in Flodesk
Use this flowList All Events from webCRM when New Subscriber Created in Flodesk
Use this flowList All Meetings from webCRM when New Subscriber Created in Flodesk
Use this flowList All Milestones from webCRM when New Subscriber Created in Flodesk
Use this flowList All Opportunities from webCRM when New Subscriber Created in Flodesk
Use this flowList All Organisations from webCRM when New Subscriber Created in Flodesk
Use this flowList All Persons from WebCRM when New Subscriber Created in Flodesk
Use this flowSupported Triggers & Actions
Everything you can automate between Flodesk and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber Created
Runs when new subscriber is created in your Flodesk account.
New Subscriber Added to a Segment
Runs when a subscriber is added to a chosen segment.
Subscriber Unsubscribed
Runs when a subscriber unsubscribes from a chosen list.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
Do thisActions
Action is the task that follows automatically within your Flodesk integrations.
Remove Subscriber From Segments
Remove a subscriber from selected segments using subscriber ID or email.
Add Subscriber To Segments
Adds a subscriber to one or more selected segments.
Find Subscriber
Find a subscriber by email or ID.
Unsubscribe Subscriber
Unsubscribe a subscriber using their ID or email.
Create Or Update Subscriber
Add a new subscriber or update an existing one.
List Subscribers
List subscribers with optional pagination, status or segment filters, and selectable fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Flodesk and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Flodesk and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where Flodesk triggers actions in webCRM, and a separate workflow where webCRM triggers actions in Flodesk. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Flodesk and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Flodesk and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
