602 Sofa and Salesflare
How to connect 602 Sofa
- Via Make — 17 modules available. Set it up ↗
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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