AroFlo + Sophiie

AroFlo + Sophiie integrations

Create tasks in AroFlo from new inquiries in Sophiie

With this workflow, you're able to streamline your management process whenever a new inquiry arises in the Sophiie app. This automatically triggers the creation of a task in the AroFlo app. Efficiently respond to inquiries, keep your tasks organized, and enhance productivity with this seamless connection between Sophiie and AroFlo.

When this happens...
New Inquiry CreatedTriggers when a new inquiry is created.
TriggerInstant
automatically do this!
Create TaskCreate a new Task in AroFlo.
ActionWrite

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More things you can do with Sophiie and AroFlo

Discover other triggers and actions you can use with Sophiie and AroFlo

Appointment Status Changed
Triggers when the status of an appointment has been changed.
Trigger
Instant
Try It
New Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- Updated since Date/Time
  Required
Trigger
Polling
Try It
- Timesheet Type
- Date Time Start
Trigger
Polling
Try It

- Client Name
  Required
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Write
- Business Unit
  Required
- Given Names
  Required
- Surname
  Required
- User Name (Min 4 Characters)
  Required
- Password
  Required
- Phone
- Fax
- Mobile
- Email Address
- Alternative Email Address
- Custom Fields
- Permission Group
  Required
Action
Write

- Zone
  Required
- PostXML
  Required
Action
Write
- Task ID
  Required
- Status
  Required
- Substatus
Action
Write
- Name
  Required
Action
Search
- Invoice ID
  Required
- JOIN areas
Action
Search
- Search Field
  Required
- Search Term
  Required
- JOIN areas
Action
Search
- Given Names
- Surname
- OR User ID
- JOIN areas
Action
Search
- Search Field
  Required
- Search Term
  Required
- JOIN areas
- Business Unit
  Required
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Search or write

Lead Status Changed
Triggers when the status of a lead has been changed.
Trigger
Instant
Try It
New Inquiry Created
Triggers when a new inquiry is created.
Trigger
Instant
Try It
- Updated since Date/Time
  Required
Trigger
Polling
Try It
- Updated since Date/Time
  Required
Trigger
Polling
Try It
- Task ID
  Required
- Note
  Required
- Visibility
- Sticky Note?
Action
Write
- Business Unit
  Required
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Write
- Client ID
  Required
- Postable
  Required
- Client Name
- Short Name
- ABN
- Location Name (i.e. Level 8 Building 1)
- Address (No & street)
- City
- State
- Country
- PostCode
- Mailing Location Name (i.e. Level 8, Building 1)
- Mailing Address (No & street or P.O.Box)
- Mailing City
- Mailing State
- Mailing Country
- Mailing PostCode
- Phone
- Fax
- Mobile
- Email
- Website
Action
Write
- Task ID
  Required
- Customer Order Number
- Priority
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
Action
Search
- Schedule ID
- Task ID
- Schedule To Type
- Schedule To ID
- Start Date
- OR Start Date Time
Action
Search
- TS Group ID
  Required
- Group ID
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
- Client Name
  Required
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Search or write

About AroFlo

AroFlo is a Job Management Software for trade & service-based businesses.

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Related categories

Project Management

About Sophiie

Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your CRM—no code required.

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Related categories

CRM (Customer Relationship Management)