
When this happens...
User Created
Group Created
Group Updated

Automatically do this!
Update Account
Create Deal
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Upsert Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a user is created in Userflow.
Triggers when a group is created in Userflow.
Triggers when a group is updated in Userflow.
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
Triggers when a new deal is created.
Action is the task that follows automatically within your Userflow integrations.
Tracks an event for a user/group.
Delete an existing group for specified group id.
Finds an existing group
Find an existing user.
Creates (or updates) a user.
Updates (or creates) a group.

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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 Userflow and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Userflow triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Userflow data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Userflow and Freshsales Suite 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 Userflow and Freshsales Suite. 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.
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
Learn MoreFreshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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