
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Event

Automatically do this!
Create a Summary
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggered when you creates a summary and hit save, this will gets triggered.
Action is the task that follows automatically within your Salesflare integrations.
Find an account
Find a contact
Find an Opportunity
Find a Person
Find a Pipeline Stage
Find a User

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 inksprout accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in inksprout (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in inksprout. This includes choosing which data fields go into which fields of inksprout, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and inksprout 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 inksprout. 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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