Docsify + Salesflare

Docsify + Salesflare integrations

Create Salesflare CRM tasks from new Docsify emails are opened

Whether it is todos, appointments or obligations... forgotten tasks often cause more work down the road. We all want to stay on top of our tasks and obligations. What we need are good tools and strategies to have a list of what we need to do. Here is the Docsify-Salesflare CRM integration to stop forgetting and get more done. Whenever a new Docsify email opened, Zapier will automatically create a new task in Salesflare CRM.

When this happens...
New Email OpenedTrigger when the email was opened.
TriggerInstant
automatically do this...
Create ContactCreates a new contact.
ActionWrite
then do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Docsify and Salesflare

Discover other triggers and actions you can use with Docsify and Salesflare

- Title of Recipe
  Required
Trigger
Instant
Try It
- Title of Recipe
  Required
Trigger
Instant
Try It
- Title of Recipe
  Required
Trigger
Instant
Try It
- Tag
- Type
Trigger
Polling
Try It
- Account
- Type
Trigger
Polling
Try It

- Workflow
  Required
- Step Number
  Required
- Event
  Required
Trigger
Polling
Try It
- Account
  Required
- User
  Required
Action
Write

- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Workflow
  Required
- Contact
  Required
- Met Goal?
  Required
Action
Write
- Contact
  Required
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow Name
  Required
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or write

- Title of Recipe
  Required
Trigger
Instant
Try It
- Title of Recipe
  Required
Trigger
Instant
Try It
- Tag
Trigger
Polling
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Polling
Try It
- Workflow
  Required
- Event
Trigger
Polling
Try It
- Account
  Required
- Contact
  Required
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Account
  Required
- Body
  Required
- Note Date
Action
Write
- Description
  Required
- Account
- Reminder Date
- Assignees
Action
Write
- Account
  Required
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Opportunity
  Required
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Search or write

About Docsify

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

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Related categories

About Salesflare

Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Salesflare CRM contacts, accounts, and opportunities from newly-viewed Docsify documents

Related Zap Templates

Create Salesflare CRM contacts, accounts, and opportunities from newly-viewed Docsify documents