
When this happens...
New Task
New Project
Task Created
Task Status
Task Deleted
Timelog Created
Project Created
Project Deleted
Project Status

Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Tasks
List Accounts
List Contacts
List Opportunities
List Workflows
List Current User
List Users
List Current User Contacts
List Groups
List Pipelines
List Stages
List Email Data Sources
List Tags
List Persons
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger When new Task is created.
Trigger When new Project is created.
Triggers when task is created.
Triggers when task status is changed.
Triggers when task is deleted.
Triggers when Timelogs is created.
Action is the task that follows automatically within your GoodDay integrations.
create a task in selected folder.
Creates a new Folder.
Add a comment to an existing Task.
Retrieve a list of company projects
Retrieve a list of company events
Retrieve a list of company users

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 GoodDay and Salesflare accounts to viaSocket. Once connected, you can set up a workflow where an event in GoodDay triggers actions in Salesflare (or vice versa).
Absolutely. You can customize how GoodDay data is recorded in Salesflare. This includes choosing which data fields go into which fields of Salesflare, setting up custom formats, and filtering out unwanted information.
The data sync between GoodDay and Salesflare 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 GoodDay and Salesflare. 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.
GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
Learn MoreSalesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
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