
When this happens...
New Transfer
New Subscription
Subscription Cancelled
New Transactions

Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new transfer is added.
Triggers when a new subscription is created in Flutterwave.
Triggers when a subscription is cancelled in Flutterwave.
Triggers when a new transaction is added.
Action is the task that follows automatically within your Flutterwave integrations.
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create a recurring plan that charges customers a fixed amount on a schedule, with an optional end date.
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
Adds Note based on previous step.
Creates a new Activity, probably with input from previous steps.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Flutterwave and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Flutterwave data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Flutterwave and Salesmate 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 Flutterwave and Salesmate. 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.
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
Learn MoreSalesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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