TL;DR
Trigger Flowla workflows from Salesforce events — like an opportunity stage changing or a property being updated — to automatically create rooms, send follow-ups, and keep your CRM in sync.Why it matters
Your CRM holds the source of truth for every deal. When something happens in Salesforce, that’s the perfect moment to act. By using Salesforce as a trigger, you can:- Create a personalised room the moment a new opportunity is logged — auto-fill company name, logo, and primary contact so your team doesn’t start from scratch
- Update Salesforce when something happens inside the room — when a section is marked complete in Flowla, automatically update a Salesforce field
- Change the room status based on Salesforce property updates — if “Contract Signed” is checked in Salesforce, Flowla can update the room’s status and unlock onboarding sections
What you can use as triggers
Flowla currently supports the following Salesforce-triggered workflows:- New Object Created — when a new Opportunity is created, trigger a room automatically
- Opportunity Stage Changed — when an opportunity moves to a specific stage (e.g. Proposal Sent or Closed Won), trigger room creation, content updates, or a sync back to Salesforce
- Property Updated — when a field (e.g. “Contract Signed”) is updated, trigger room actions or field updates
Actions you can trigger from Salesforce events
Using the Salesforce triggers above, you can:- Create a room from a template
- Assign the room creator based on the opportunity owner
- Fill variables using contact, company, or deal data
- Update Salesforce fields (e.g. mark onboarding as started when a section is completed)
- Unlock room sections based on deal progression
- Track room status changes back into Salesforce
How to set it up
Choose Salesforce as the trigger
Select Salesforce as the trigger type, then choose the event:
- New object — e.g. when a new opportunity is created
- Opportunity stage changed
- Property updated — e.g. “Contract Signed = True”
