Automate anything with heartbeat & salesflare Integrations!

When this happens

Triggers

heartbeat
New Event

Triggers when new events are created.

heartbeat
New Thread

Triggers when the new thread is created.

heartbeat
On group join

Triggers when a user joins a group

heartbeat
New User

Triggers when a new user joins your community through an invitation link.

heartbeat
New Event Rsvp

Triggers when the user RSVP'd "Yes" OR confirms the event invitation.

heartbeat
Course completed

Triggers when course is completed

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

Do this

Actions

heartbeat
Add user to group

Add members to a group.

heartbeat
Create a Group

Creates a new Group in your Heartbeat community.

heartbeat
Remove User from Group

Remove members from a group.

heartbeat
Find User

Find the user by their E-mail id.

heartbeat
Create a Channel

Creates a new Channel in your Heartbeat community.

heartbeat
Create a Thread

Creates a new thread.

heartbeat
Create a Comment

Creates a new comment in your community.

heartbeat
Create a Event

Creates a new Event in your Heartbeat community

heartbeat
Deactivate User

Remove a user from the Heartbeat community. The user will no longer have access to the community.

heartbeat
Invite Users

Create an invitation link in the Heartbeat community for users to join. Pre-approved links are automatically accepted.

heartbeat
Send Direct Message

Send a new direct message in your community.

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

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

salesflare
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

Heartbeat
About Heartbeat

Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.

Integrations run at

viasocket