
When this happens...
New Customer
Update Customer
New Supplier
Update Supplier
New Contact
Update Contact
New Opportunity
Update Opportunity
New Project
Update Project
New Task
Update Task
New Time
Update Time
New Ticket
New Event
Update Event
Delete Event
New Note
Update Note
Delete Note
Delete Task
New Project task
Update Project Task
Update Project Task Status
Delete Project Task
New Project Subtask
Opportunity Column Updated
Opportunity Status Updated
New Quote
Quote Updated
Supplier Order Created
Supplier Order Updated
Supplier Invoice Created
Delete Ticket
Supplier Invoice Updated
Form Created
Form Updated
Form Status Updated
Product Created
Product Updated
Equipment Created
Equipment Updated
Purchase Created
Purchase Updated
Call Created
Call Updated
Call Deleted
Document Created
Document Updated
Invoice Created
Invoice Updated
Order Created
Order Updated
Order Pdf Generated
Delivery Created
Delivery Updated
Delivery Pdf Generated
Supplier Delivery Updated
Project Subtask Created
Project Subtask Updated

Automatically do this!
Create Task
Get all Tasks
List all Users
List all Product Items
List Products
List Commitments
List Invoice Items
List Invoices
List Organizations
List Contacts
List Leads
List Accounts
Get Tasks List
Create Account
Delete Account
Delete Workflow Tasks
Delete Unit
Delete Product Manufacturer
Delete Price ITem List
Delete CRM Relation
Delete Task List
Delete Estimate Contact
Delete Estimate
Delete Invoice Contact
Delete Organization
Delete Portfolio
Delete CRM Source
Delete Contact
Delete CRM Industry
Delete CRM Lead
Delete Transaction
Delete Custom Field
Delete Invoice Item
Delete Bank Account
Delete Calendar
Delete Loss Reason
Delete Customer Payment
Delete Custom Field Option
Delete Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a customer is updated.
Trigger when a new supplier is created.
Triggers when a supplier is updated.
Triggers when a new contact is created.
Triggers when a contact is updated
Action is the task that follows automatically within your karlia integrations.
Retrieve the list of all users
Create an Purchase.
Create an event.
Create an note.
Creates a new time.
Create a Project.

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To start, connect both your karlia and Flowlu accounts to viaSocket. Once connected, you can set up a workflow where an event in karlia triggers actions in Flowlu (or vice versa).
Absolutely. You can customize how karlia data is recorded in Flowlu. This includes choosing which data fields go into which fields of Flowlu, setting up custom formats, and filtering out unwanted information.
The data sync between karlia and Flowlu 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 karlia and Flowlu. 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.
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
Learn MoreFlowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
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