Connect SmartSuite and Salesflare
Integrate SmartSuite with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Record in SmartSuite when New Workflow Step Created in Salesflare
Find Many Records in SmartSuite when New Workflow Step Created in Salesflare
List All Teams in Smartsuite when New Workflow Step Created in Salesflare
List Comments in Smartsuite when New Workflow Step Created in Salesflare
List Tables in Smartsuite when New Workflow Step Created in Salesflare
Popular SmartSuite + Salesflare flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartSuite
When this happens...
- Request a new Trigger for SmartSuite
Choose an action
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Update a Record in SmartSuite when New Workflow Step Created in Salesflare
Use this flowFind Many Records in SmartSuite when New Workflow Step Created in Salesflare
Use this flowList All Teams in Smartsuite when New Workflow Step Created in Salesflare
Use this flowList Comments in Smartsuite when New Workflow Step Created in Salesflare
Use this flowList Tables in Smartsuite when New Workflow Step Created in Salesflare
Use this flowList Solutions in Smartsuite when New Workflow Step Created in Salesflare
Use this flowList Members in Smartsuite when New Workflow Step Created in Salesflare
Use this flowUpdate a Record in SmartSuite when New Contact in Salesflare
Use this flowFind Many Records in SmartSuite when New Contact in Salesflare
Use this flowList All Teams in Smartsuite when New Contact in Salesflare
Use this flowSupported Triggers & Actions
Everything you can automate between SmartSuite and Salesflare.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is created
New Workflow Step Created
Runs when new workflow step created
Do thisActions
Action is the task that follows automatically within your SmartSuite integrations.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
List All Teams
list all the teams
List Comments
List all Comments
List Tables
Lists all Tables
List Solutions
Lists all Solutions in the Workspace.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
Learn moreSimilar apps
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
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SmartSuite and Salesflare accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SmartSuite and Salesflare as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesflare. No coding required.
Yes. You can set up a workflow where SmartSuite triggers actions in Salesflare, and a separate workflow where Salesflare triggers actions in SmartSuite. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SmartSuite and Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartSuite and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
