Connect Salesflare and click2mail
Integrate Salesflare with click2mail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Salesflare and click2mail
Supported Triggers & Actions
Everything you can automate between Salesflare and click2mail.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is created
New Workflow Step Created
Runs when new workflow step created
Do thisActions
Action is the task that follows automatically within your Salesflare integrations.
Find account
Find an account
Find Contact
Find a contact
Find Opportunity
Find an Opportunity
Find Person
Find a person by ID, name, or account.
Find Pipeline Stage
Find a Pipeline Stage
Find User
Find a User
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Salesflare
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
Learn more
About click2mail
Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesflare and click2mail accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Salesflare and click2mail as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach click2mail. No coding required.
Yes. You can set up a workflow where Salesflare triggers actions in click2mail, and a separate workflow where click2mail triggers actions in Salesflare. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Salesflare and click2mail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesflare and click2mail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
