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

Automatically do this!
Add Row
Update Table Row
Delete Records
Find Table Records
List Table Columns
List All Rows From A Table
Upload File to Record
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
Runs when column value updates
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 viaSocket Table accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in viaSocket Table (or vice versa).
Absolutely. You can customize how Salesflare data is recorded in viaSocket Table. This includes choosing which data fields go into which fields of viaSocket Table, setting up custom formats, and filtering out unwanted information.
The data sync between Salesflare and viaSocket Table 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 viaSocket Table. 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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