Create contacts in Salesflare from new people in Plutio

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Apps used in template

Plutio

Salesflare

About

This template periodically checks for new people in Plutio and uses the retrieved information to create new contacts in SharpSpring.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Contact to an Account

Adds a contact to an account.

Action

Add a User to an Account

Adds a user to an account.

Action

Copy a Task

Copies a specified task.

Action

Copy a Task Board

Copies a specified task board.

Action

Copy a Task Group

Copies a specified task group.

Action

Create a Block

Creates a new block.

Action

Create a Call

Creates a new call.

Action

Create a Contact

Creates a new contact.

Action

Create a Meeting

Creates a new meeting.

Action

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