Connect toflow.ai and Salesmate
Integrate toflow.ai with Salesmate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Note in Salesmate when When new tasks are created in toflow.ai
Create Activity in Salesmate when When new tasks are created in toflow.ai
Create Company in Salesmate when When new tasks are created in toflow.ai
Search User in Salesmate when When new tasks are created in toflow.ai
Create Contact in Salesmate when When new tasks are created in toflow.ai
Popular toflow.ai + Salesmate flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
Salesmate
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Add Note in Salesmate when When new tasks are created in toflow.ai
Use this flowCreate Activity in Salesmate when When new tasks are created in toflow.ai
Use this flowCreate Company in Salesmate when When new tasks are created in toflow.ai
Use this flowSearch User in Salesmate when When new tasks are created in toflow.ai
Use this flowCreate Contact in Salesmate when When new tasks are created in toflow.ai
Use this flowCreate Deal in Salesmate when When new tasks are created in toflow.ai
Use this flowUpdate Activity in Salesmate when When new tasks are created in toflow.ai
Use this flowUpdate Company in Salesmate when When new tasks are created in toflow.ai
Use this flowUpdate Contact in Salesmate when When new tasks are created in toflow.ai
Use this flowUpdate Deal in Salesmate when When new tasks are created in toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and Salesmate.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
Do thisActions
Action is the task that follows automatically within your toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
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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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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai and Salesmate 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 toflow.ai and Salesmate 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 Salesmate. No coding required.
Yes. You can set up a workflow where toflow.ai triggers actions in Salesmate, and a separate workflow where Salesmate triggers actions in toflow.ai. 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 toflow.ai and Salesmate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai and Salesmate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
