Edworking and Salesflare

How to connect Edworking

Edworking is a team workspace that brings tasks, projects, chat, video meetings, and file sharing together to help teams plan work and collaborate.

Start a workflow when this happens

New File — Triggers when a new file is added to a selected project or task in Edworking. Requires files:read.
New Message — Triggers when a new message is posted in the selected project, task, or private chat. Requires messages:read and files:read.
New Project — Triggers when a new project is available in your Edworking account. Requires projects:read.
New Task — Triggers when a new task is available in your Edworking account. Requires tasks:read.
New or Updated Task — Triggers when a task is created or updated in Edworking. Use Task ID when mapping the task into another action. Requires tasks:read.

Things Salesflare can make it do

Create Project — Creates a project in Edworking with a name and optional description. Requires projects:write.
Create Task — Creates a task in a project with a status, optional due date, and multiple file attachments. Requires tasks:write; files:write for attachments.
Send Message — Sends a message to a project, task, or private chat in Edworking. Requires messages:write.
Update Task — Updates a task name or due date. Fields left blank keep their current values. Requires tasks:write.
Upload File — Uploads a file from a publicly accessible URL to a project or task in Edworking. Requires files:write.

Look up existing records

Find Task by ID — Finds an existing task by its Edworking task ID. Requires tasks:read.

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