Flowlu integration

Business management software.

Sales and CRM4 triggers · 24 actions

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When “New Task” happens in Flowlu, check the details with AI, then “Create CRM Account(Contact)” and tell my team in Slack.

Start a workflow when this happens

WHEN
New Task
Triggers when a new task is created.
WHEN
New Opportunity
Triggers when a new opportunity (deal) is created.
WHEN
New CRM Account
Triggers when a new CRM contact or organization is created.
WHEN
New Project
Triggers when a new project is created.

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DO
Create CRM Account(Contact)
Creates a new contact in CRM.
DO
Update CRM Account(Contact)
Updates an existing contact in CRM.
DO
Delete CRM Account(Contact)
Deletes an existing contact in CRM.
DO
Create CRM Account(Organization)
Creates a new organization in CRM.
DO
Update CRM Account(Organization)
Updates an existing organization in CRM.
DO
Get CRM Account
Gets a CRM contact or organization by ID.
DO
Find CRM Accounts
Searches CRM contacts and organizations.
DO
Create Opportunity
Creates a new opportunity.
DO
Update Opportunity
Updates an existing opportunity.
DO
Delete Opportunity
Deletes an existing opportunity.
DO
Get Opportunity
Gets a CRM opportunity by ID.
DO
Find Opportunities
Searches CRM opportunities (deals).
DO
Link Account to Opportunity
Links a CRM contact or organization to an opportunity.
DO
Create Task
Creates a new task.
DO
Update Task
Updates an existing task.
DO
Get Task
Retrieves an existing task.
DO
Delete Task
Deletes an existing task.
DO
Find Tasks
Searches tasks.
DO
Create Project
Creates a new project.
DO
Update Project
Updates an existing project.
DO
Get Project
Gets a project by ID.
DO
Find Projects
Searches projects.
DO
List Users
Lists the users in your Flowlu portal.
DO
List Reference Values
Lists pipelines, stages, sources, categories, workflows and other reference values with their IDs.