Connect Flow and Salesforce to Build Intelligent Automations
Ready to use Flow and Salesforce automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Frequently Asked Questions
To start, connect both your Flow and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Flow data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Flow and Salesforce 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 Salesforce. 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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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