Salesflare Salesflare Integrations

Workstack and Salesflare

workstack.io ↗

How to connect Workstack

What you can automate

  • When new Created Meetings in Workstack, create a meeting, then create a call in Salesflare.
  • When new Created Tasks in Workstack, create a task in Salesflare.
  • When new Created Todo Lists in Workstack, create a task in Salesflare.
  • When new Created Todos in Workstack, create a task in Salesflare.
  • When new Meetings in Workstack, create a meeting, then create a call in Salesflare.
  • When new Tasks in Salesflare, create a Task in Workstack.

Workstack operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Created Meetings — Triggers when a new meeting is created.
  • Watch Created Projects — Triggers when a new project is created.
  • Watch Created Tasks — Triggers when a new task is created.
  • Watch Created Todo Lists — Triggers when a new todo list is created.
  • Watch Created Todos — Triggers when a new todo is created.
Show 2 more triggers
  • Watch Meetings — Triggers when a new meeting is created.
  • Watch Projects — Triggers when a new project is created.

Actions (21)

Things Salesflare can make it do

  • Create a Meeting — Creates a new meeting.
  • Create a Project — Creates a new project.
  • Create a Task — Creates a new task.
  • Create a Todo — Creates a new todo.
  • Create a Todo List — Creates a new todo list.
Show 16 more actions
  • Delete a Meeting — Deletes an existing meeting by ID.
  • Delete a Project — Deletes an existing project by ID.
  • Delete a Task — Deletes an existing task by ID.
  • Delete a Todo — Deletes an existing todo by ID.
  • Delete a Todo List — Deletes an existing todo list.
  • Get a Meeting — Retrieves an existing meeting by ID.
  • Get a Project — Retrieves an existing project by ID.
  • Get a Task — Retrieves an existing task by ID.
  • Get a Todo — Retrieves a todo by ID.
  • Get a Todo List — Retrieves an existing todo list by ID.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Meeting — Updates an existing meeting by ID.
  • Update a Project — Updates an exting project by ID.
  • Update a Task — Updates an existing task by ID.
  • Update a Todo — Updates an existing todo by ID.
  • Update a Todo List — Updates an existing todo list.

Searches (4)

Look up existing records

  • List All Todos Without a Project — Lists all todos without a project.
  • List Meetings — Lists all meetings.
  • List Projects — Lists all projects.
  • List Tasks for a User — Retrieves all tasks for an existing user.

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