Instant Task Creation from Opportunities

Streamline your workflow with immediate task creation. Leverage new opportunities effectively. Enhance productivity and reduce delays.

When this happens...

New Opportunity Event

Trigger new events when new opportunities 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

The integration of new opportunity events with task creation revolutionizes the sales process. By automating the task initiation once a new opportunity is identified, teams can ensure that no prospect falls through the cracks. This immediate action not only accelerates task execution but also equips teams to respond faster and more efficiently, all while minimizing manual intervention. Such a streamlined approach allows sales teams to focus on closing deals rather than managing tasks.