Enable Integrations or automations with these events of Salesflare and bookly
Trigger When a new Account is created
Trigger when New Contact Created
Trigger when new opportunity is created
Trigger when a new task is created
Triggers when new workflow step event is created.
Find an account
Find a contact
Find an Opportunity
Find a person by ID, name, or account.
Find a Pipeline Stage
Find a User
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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 Salesflare and bookly accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in bookly (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in bookly. This includes choosing which data fields go into which fields of bookly, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and bookly 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 Salesflare and bookly. 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.
Salesflare 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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