Aero Workflow and Salesflare
How to connect Aero Workflow
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Company in Aero Workflow.
- When new Task in Salesflare, create Task in Aero Workflow.
About Aero Workflow
Aero Workflow is a workflow application for accountants by accountants.
Aero Workflow operations on Zapier
Triggers (1)
Start a workflow when this happens
- Get Company Names — Trigger for Company dynamic dropdown.
Actions (7)
Things Salesflare can make it do
- Create Appointment — Creates a new Aero Appointment.
- Create Company — Creates a new company.
- Create Contact — Creates a new contact.
- Create Email Aero — Creates a new Aero Email.
- Create Note Aero — Creates a new Aero Other.
Show 2 more actions
- Create Task — Creates a new Aero Task.
- Create Vault Entry — Creates a new Vault Entry for specific company.
Searches (1)
Look up existing records
- Find Company — Finds an existing company.
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