Salesflare Salesflare Integrations

Formatic and Salesflare

Task Management myformatic.com ↗

How to connect Formatic

What you can automate

  • When new Cards in Formatic, create task in Salesflare.
  • When updated Cards in Formatic, create task in Salesflare.
  • When new Task in Salesflare, create Card in Formatic.

About Formatic

Formatic offers Kanban boards, custom fields, forms, AI insights, and more for efficient team collaboration and productivity. Perfect for teams of any size.

Formatic operations on Zapier

Triggers (3)

Start a workflow when this happens

  • Card Moved to List — Triggers when a Card is moved to a List in Testing Zapier, inside the same board.
  • New Cards — Triggers to retrieve new created available list cards.
  • Updated Cards — This trigger is for fetching updated records.

Actions (2)

Things Salesflare can make it do

  • Create Card — Creates a card in the system.
  • Update Card — Update a card in the system.

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