Cflow and Salesflare

How to connect Cflow

Cflow is a cloud-based workflow software that provides a way to create business applications that help increase productivity and reduce costs.

Start a workflow when this happens

New Request — Triggers when a new request is created in a workflow.
Request Reaches a Process Stage — Triggers when a new request reaches a process stage in a workflow.

Things Salesflare can make it do

Create a Draft Request — Creates a new request in the selected process, populates the fields and saves it as a draft. This also emails the process initiators that a new draft request is waiting to be submitted.
Create a Request and Submit — Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.

Start a workflow when this happens

Watch Process Approval — Triggers when a process for a workflow gets Approved.
Watch Process Initiate — Triggers when a new record is created or initiated for a process.

Things Salesflare can make it do

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.