Create new tasks in Plutio from new tasks in Salesflare
Create new tasks in Plutio from new tasks in Salesflare
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Apps used in template
About
This template periodically checks for new tasks in Salesflare and uses the retrieved information to create new tasks in Plutio.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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.
Adds a contact to an account.
Adds a user to an account.
Copies a specified task.
Copies a specified task board.
Copies a specified task group.
Creates a new block.
Creates a new call.
Creates a new contact.
Creates a new meeting.
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"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
