Knowa and Salesflare

How to connect Knowa

When meeting Pack Created / Updated in Knowa, create meeting, then create call in Salesflare.

Knowa is a board governance tool to meet, collaborate and access board information in one place

Start a workflow when this happens

Added to Group — Triggers when you are added to a group.
Meeting Pack Created / Updated — Triggers when a meeting pack is created or updated.
Message Resolved — Triggers when a voting / must read message is resolved (no more actions allowed) or signature request is completed
New / Updated File in Group Documents — Triggers when a new file was uploaded
New Attached Document in Discussions — Triggers when a new document attached to a message in discussion you are a member of, and message was posted.

Show 4 more triggers

New Discussion — Triggers when a new discussion is created in a group you are a member of.
New Message — Triggers when a new message is posted in a discussion you are a member of.
New User in Group — Triggers when a user is added to a group you're member of
New User in Space — Triggers when a new user is added to a space you are a member of.

Things Salesflare can make it do

Archive Discussion — Archives an existing discussion. (Group Member/Admin only)
Create Discussion — Creates a new discussion. (Space Member/Admin only)
Create Group — Creates a new group. (Space Admin only)
Create Meeting Pack — Creates a new meeting pack in the specified Organisation.
Create Space — Creates a new space. (Org Admin only)

Show 3 more actions

Post New Message — Creates a new message in discussion.
Restore Discussion — Restores an archived discussion. (Group Member/Admin only)
Update Discussion — Updates an existing discussion. (Group Member/Admin only)

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