Integrations Salesflare serviceworks
Salesflare + serviceworks

Connect Salesflare and serviceworks to Build Intelligent Automations

Choose a Trigger

Salesflare

When this happens...

Choose an Action

serviceworks

Automatically do this!

Enable Integrations or automations with these events of Salesflare and serviceworks

Enable Integrations or automations with these events of Salesflare and serviceworks

Triggers

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Event

New Workflow Step Event

Triggers when new workflow step event is created.

Request a new Trigger for Salesflare

Actions

Find account

Find account

Find an account

Find Contact

Find Contact

Find a contact

Find Opportunity

Find Opportunity

Find an Opportunity

Find Person

Find Person

Find a Person

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

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Frequently Asked Questions

How do I start an integration between Salesflare and serviceworks?

To start, connect both your Salesflare and serviceworks accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in serviceworks (or vice versa).

Can we customize how data from Salesflare is recorded in serviceworks?

Absolutely. You can customize how Salesflare data is recorded in serviceworks. This includes choosing which data fields go into which fields of serviceworks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesflare and serviceworks?

The data sync between Salesflare and serviceworks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesflare to serviceworks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesflare and serviceworks?

Yes, you can set conditional logic to control the flow of data between Salesflare and serviceworks. 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.