
When this happens...
New Task
Task Updated
Task Deleted
Sending Notifications

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.
Triggers when a new task is created.
Triggers when a task is updated.
Trigger's when a task is deleted.
Triggers when a new notifications is sent.
Trigger When a new Account is created
Trigger when New Contact Created
Action is the task that follows automatically within your RouteLogic integrations.
Create a new product task.
Find an account
Find a contact
Find an Opportunity
Find a Person
Find a Pipeline Stage

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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 RouteLogic and Salesflare accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in Salesflare (or vice versa).
Absolutely. You can customize how RouteLogic 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 RouteLogic 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 RouteLogic 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.
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.
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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