IntegrationsSalesflareworkassist
Salesflare + workassist

Connect Salesflare and workassist to Build Intelligent Automations

Choose a Trigger

Salesflare

When this happens...

Choose an Action

workassist

Automatically do this!

Enable Integrations or automations with these events of Salesflare and workassist

Enable Integrations or automations with these events of Salesflare and workassist

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

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Salesflare and workassist?

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

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

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

How often does the data sync between Salesflare and workassist?

The data sync between Salesflare and workassist 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 workassist?

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 workassist?

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

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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workassist

About workassist

WorkAssist provides a conversational AI enabled workspace for teams to collaborate and take action on this data, thereby improving productivity and optimizing employee experiences

Learn More