Connect Weekdone and Salesflare to Build Intelligent Automations
Choose a Trigger
When this happens...
New Objective
New Item
Choose an Action
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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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Objective
Triggers when a new objective is created in Weekdone.
New Item
Trigger when new item is created.
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
Do thisActions
Action is the task that follows automatically within your Weekdone integrations.
Create Objective
Creates a new objective in Weekdone.
Update Objective
Updates an existing objective in Weekdone.
Get All Items
Get all existing items
Create New Item
Create a New Item.
List Objectives
Get all Objectives
Update Item
Update item
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Frequently Asked Questions
To start, connect both your Weekdone and Salesflare accounts to viaSocket. Once connected, you can set up a workflow where an event in Weekdone triggers actions in Salesflare (or vice versa).
Absolutely. You can customize how Weekdone 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 Weekdone 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 Weekdone 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.
About Weekdone
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn MoreAbout 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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