
When this happens...
New Uploaded File
New Whatsapp Account

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new uploaded_file is created.
Triggers when new whatsapp_accounts is created.
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
Action is the task that follows automatically within your TimelinesAI integrations.
Sends a message to a new chat.
Sends an uploaded file to an existing chat.
Sends a message to an already existing chat.
Finds a specific WhatsApp account.
Closes an existing chat.
Finds an uploaded file in the system.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your TimelinesAI and Salesflare accounts to viaSocket. Once connected, you can set up a workflow where an event in TimelinesAI triggers actions in Salesflare (or vice versa).
Absolutely. You can customize how TimelinesAI data is recorded in Salesflare. This includes choosing which data fields go into which fields of Salesflare, setting up custom formats, and filtering out unwanted information.
The data sync between TimelinesAI and Salesflare 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 TimelinesAI and Salesflare. 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.
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
Learn MoreSalesflare 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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