Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Integration & Dashboard Templates

Save hours on creating Automations and Dashboards from scratch with 100s of professionally designed templates.
Easyflow connects simply and securely to your app account, so you can compile key website and app metrics on an easy-to-understand dashboard.
You can then view and share your dashboard wherever you and your team are working, via sharing links, a mobile browser, or on a big-screen TV.

Easyflow allows you to extract the key metrics you need with powerful filters

Triggers, Searches and Actions

Easyflow connects simply and security to your chosen app so you can unlock powerful capabilities by:

Webhook (Trigger)

Receive instant data.

New Opportunity (Trigger)

Triggers when a new opportunity is created.

New Campaign (Trigger)

Triggers when a new campaign is created.

Updated Opportunity (Trigger)

Triggers when an opportunity is updated.

Closed Opportunity (Trigger)

Triggers when an opportunity is closed.

New Task (Trigger)

Triggers when a new task is created.

New Case (Trigger)

Triggers when a new case is created.

New Event (Trigger)

Triggers when a new event is created.

New Lead (Trigger)

Triggers when a new lead is created.

New Contact (Trigger)

Triggers when a new contact is created

New Account (Trigger)

Triggers when a new account is created.

New Folder (Trigger)

Triggers when a new folder is created.

New Note (Trigger)

Triggers when a new note is created.

Find an Opportunity (Search)

Find an Opportunity by a field and value you choose.

Find a Campaign (Search)

Find a Campaign by a field and value you choose.

Find Opportunities by Stage (Search)

Find Opportunities by Stage

Get Recent Opportunities (Search)

Get Recent Opportunities

Get Recent Campaigns (Search)

Get Recent Campaigns

Get Recent Contracts (Search)

Get Recent Contracts

Get Orders (Search)

Get Orders

Find a Task (Search)

Find a Task by a field and value you choose.

Find a Case (Search)

Find a Case by a field and value you choose.

Find an Event (Search)

Find an Event by a field and value you choose.

Find a Lead (Search)

Find a Lead by a field and value you choose.

Get Recent Leads (Search)

Get Recent Leads

Find a Contact (Search)

Find a Contact by a field and value you choose

Find Contact by Id (Search)

Find Contact by Id

Get Recent Contacts (Search)

Get Recent Contacts

Find an Account (Search)

Find an Account by a field and value you choose.

Find Account by Id (Search)

Find Account by Id.

Get Recent Accounts (Search)

Get Recent Accounts

Get Recent Users (Search)

Get Recent Users

Find a Folder (Search)

Find a Folder by a field and value you choose

Search for records in an object (Search)

Searches for records in an object that matches the specified search query.

Create Opportunity (Action)

Create Opportunity

Create Campaign (Action)

Create Campaign

Update Opportunity (Action)

Update Opportunity

Create Order (Action)

Create Order

Update Order (Action)

Update Order

Create Task (Action)

Create a new task.

Create Event (Action)

Create a new event

Create Case (Action)

Create a new case

Create Case Comment (Action)

Create a new comment on a case

Add a Lead to a Campaign (Action)

Add a lead to a campaign.

Add a Contact to a Campaign (Action)

Add a contact to a campaign

Create Lead (Action)

Create Lead

Update Lead (Action)

Update Lead

Create Contact (Action)

Create Contact

Update Contact (Action)

Update Contact

Create Account (Action)

Create a new account.

Update a record in an object (Action)

Edits an already-existing record in an object.

Delete Contact (Action)

Delete Contact

Delete a record in an object (Action)

Deletes an existing record in an object.

Connect to

1000+ Apps and Services

Explore tons of pre-built templates

Start automating common business processes immediately with tons of prebuilt templates.
You can use them as they are or customize them to suit your needs

Supported
Triggers, Searches, Filters, and Actions

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Available Datasets

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Frequently Asked Questions

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Ready to start automating?

Getting started with Easyflow is simple, secure and there's no installation required.

1. Choose your apps

Select and authorize the apps you want to sync.

2. Connect

Hundreds of prebuilt templates

3. Let it start!

Set it and forget it, Easyflow will take over from here!