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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Flow integrations.
Create Task
Creates a new task in GetFlow Account.
list task
get a task in flow.
Get List
get a List in flow.
List workspaces
get a workspaces in flow.
List memberships
get a memberships in flow.
Update Account
Update an existing account
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Frequently Asked Questions
To start, connect both your Flow and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Flow data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Flow and Freshsales Suite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Flow and Freshsales Suite. 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.
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.
Learn MoreAbout Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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