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

Automatically do this!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
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
Runs when new workflow step created
Triggers when a contact is created in Moskit.
Action is the task that follows automatically within your Salesflare integrations.
Find an account
Find a contact
Find an Opportunity
Find a person by ID, name, or account.
Find a Pipeline Stage
Find a User

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To start, connect both your Salesflare and Moskit accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in Moskit (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in Moskit. This includes choosing which data fields go into which fields of Moskit, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and Moskit 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 Moskit. 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
Learn MoreMoskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
Learn More