Automate Task Creation on New

Simplify your onboarding process. New accounts trigger immediate task creation. Enhance workflow efficiency effortlessly.

When this happens...

New Account Event

Trigger new events when new accounts are created.

automatically do this!

Create and Run Task

Create a new task and run it instantly in Skyvern. Useful for one-off automations.

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Explore Triggers and Actions

New Account Event

Trigger new events when new accounts are created.

New Contact Event

Trigger new events when new contacts are created.

New Opportunity Event

Trigger new events when new opportunities are created.

New Task Event

Trigger new events when new tasks are created.

New Workflow Event

Trigger new events when new workflows are created.

Create and Run Task

Create a new task and run it instantly in Skyvern. Useful for one-off automations.

Get Workflow Run Details

Retrieve details of runs of a specific Skyvern workflow. Useful for checking the status and result of a run.

Run Workflow

Run Workflow in skyvern to trigger an automated workflow.

About the apps

Learn more about

Salesflare

and

Skyvern

, and how they work together to automate your workflows.

About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

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About

Skyvern

Skyvern automates browser-based workflows, enhancing customer support by streamlining operations and improving communication through intelligent automation.

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Why

Salesflare

+

Skyvern

= Perfect Match

Automating task creation when new accounts are formed can significantly streamline your workflow. By integrating Salesflare with Skyvern, every new account event can trigger a task creation in real time, ensuring that no crucial steps are missed. This level of automation reduces manual oversight and accelerates response times, allowing your team to focus on delivering exceptional customer support without getting bogged down in repetitive tasks.