602 Sofa and Salesflare

How to connect 602 Sofa

602 Sofa operations on Make

Triggers (2)

Start a workflow when this happens

  • Watch Data Table — Triggers when a row is added to the data table.
  • Watch Documents — Triggers when a new document is added to DMS/SmartSafe,

Actions (10)

Things Salesflare can make it do

  • Download a Document — Downloads a document.
  • Download a File — Downloads a file from a storage.
  • Execute a GraphQL Query — Performs an arbitrary authorized GraphQL query.
  • Get Company Features — Gets a collection of company features.
  • Get User by ID — Gets a company user by ID.
Show 5 more actions
  • Get User by Name — Gets a company user by name.
  • Start an Agenda — Start an agenda with a file.
  • Update a Document — Updates a document in DMS/SmartSafe.
  • Upload a Document — Uploads a document to DMS/SmartSafe.
  • Upload a File — Uploads a file to a storage.

Searches (5)

Look up existing records

  • Get Data Table — Get all rows of the data table.
  • Get Groups — Gets a list of all company groups.
  • Get Roles — Gets a list of all company roles.
  • Get Users — Gets a list of all company users.
  • Search Documents — Searches for documents according to given criteria.

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