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salesflare

CRM (Customer Relationship Management)

Slack

Filestage

Project Management, Notifications

Create integrations between salesflare and Filestage

Actions and Triggers

salesflare

Find account

Find an account

salesflare

Find Contact

Find a contact

salesflare

Find Opportunity

Find an Opportunity

salesflare

Find Person

Find a Person

salesflare

Find Pipeline Stage

Find a Pipeline Stage

salesflare

Find User

Find a User

salesflare

Find a Workflow

Find a workflow by its ID

salesflare

Add Contact to Account

Add a Contact to Account

salesflare

Add User to Account

Add a User to an Account bu user ID

salesflare

Create Account

Create a New Account

salesflare

Create Call

Create a new Call

salesflare

Create Contact

Creates a New contact

salesflare

Create Internal Note

Create a New Internal Note

salesflare

Create Meeting

Create a New Meeting

salesflare

Remove a Contact From Workflow

Remove a Contact from a Certain Workflow

salesflare

Create Opportunity

Create a New Opportunity

salesflare

Create Task

Creates a New Task

salesflare

Update Account

Update An Existing Account by account ID

salesflare

Update Contact

Update An Existing Contact by its ID

salesflare

Update Opportunity

Update an existing Opportunity by its ID

salesflare

New Account

Trigger When a new Account is created

salesflare

New Opportunity

Trigger when new opportunity is created

salesflare

New Task

Trigger when a new task is created

Filestage

Create Folder

Creates a folder.

Filestage

Create Project

Creates a project in the specific folder.

Filestage

Archive/Unarchive Project

Archives/Unarchives a chosen project.

Filestage

Add Reviewers to Reviewers Group

Adds reviewers to a chosen reviewer group.

Filestage

Create Review Comment

Creates a general comment for a provided version.

Filestage

Get Reviewer Groups by Project

List all reviewer groups of a specific project.

Filestage

Get Review by ID

Get a specific review by its Id.

Filestage

Get Project by ID

Returns project by providing its ID.

Filestage

Get projects

Lists all projects of the team.

Filestage

Get folders

Lists all folders of the team.

Filestage

Get folder by ID

Lists a folder by providing its ID.

Filestage

Get comments by review

List all comments of a chosen review.

Filestage

Download file version

Downloads the contents of the original file that was initially uploaded to Filestage.

Filestage

Get File By ID

Get information of a chosen file.

Filestage

New Project is Created

Triggers When a new project is created

Filestage

Project is Archived

Triggers when a project is archived.

Filestage

Project is Deleted

Triggers when a project is removed.

Filestage

New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

Filestage

File Version is Deleted

Triggers when a file version is removed.

Filestage

New Folder is Created

Triggers when a new folder is created.

Filestage

Reviewer is Invited to a Reviewer Group

Triggers when a reviewer is invited to a reviewer group.

Filestage

File Is Deleted

Triggers when a file and all its versions are removed.

Filestage

New Comment is Created

Triggers when a collaborator or a reviewer creates a comment.

Filestage

Comment Reply Is Created

Triggers when a collaborator or a reviewer creates a comment reply.

Filestage

File Due Date Is Changed

Triggers when a file due date is set or updated.

Filestage

File Review Status is Changed

Triggers when a file review status is changed.

Filestage

Review Decision is Submitted

Triggers when a reviewer submits a review decision by clicking either 'Request changes' or 'Approve'.

Filestage

Upload a file

Uploads a file to a specific project by its URL.

Filestage

New File is Added to a Project

Triggers when a new file is added to a project.

Filestage

Upload a file with a file Object

Uploads a file to a specific project.

Filestage

When a Review Due Date Has Arrived

Triggers when the review due date has arrived.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
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Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
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How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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

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Slack

About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

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