Connect Salesflare and docugenerate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Event
Choose an Action
Automatically do this!
- Request a new Action for docugenerate
Enable Integrations or automations with these events of Salesflare and docugenerate
Enable Integrations or automations with these events of Salesflare and docugenerate
Triggers
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 Event
Triggers when new workflow step event is created.
Actions
Find account
Find an account
Find Contact
Find a contact
Find Opportunity
Find an Opportunity
Find Person
Find a Person
Find Pipeline Stage
Find a Pipeline Stage
Find User
Find a User
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Frequently Asked Questions
To start, connect both your Salesflare and docugenerate accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in docugenerate (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in docugenerate. This includes choosing which data fields go into which fields of docugenerate, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and docugenerate 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 docugenerate. 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.
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 MoreAbout docugenerate
DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.
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