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salesflare

CRM (Customer Relationship Management)

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Shortcut

Project Management, Collaboration

Create integrations between salesflare and Shortcut

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

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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

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Remove a Contact From Workflow

Remove a Contact from a Certain Workflow

salesflare

Create Opportunity

Create a New Opportunity

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Create Task

Creates a New Task

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Update Account

Update An Existing Account by account ID

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Update Contact

Update An Existing Contact by its ID

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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

Shortcut

Create a Story

Creates a new story in Shortcut.

Shortcut

Search Stories

Search for Stories in Shortcut

Shortcut

Create a Category

Creates a new Category in Shortcut.

Shortcut

New Category

Triggers when a new Category is Created.

Shortcut

Create a Label

Creates a new Label

Shortcut

New Story

Triggers when a new Story is Created.

Shortcut

Find or Create a Story

Search for stories in Shortcut.

Shortcut

Create a Epic

Creates an epic with given name.

Shortcut

New Epic

Triggers when a new epic is created.

Shortcut

New Label

Triggers when a new label is created.

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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About Shortcut

Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.

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