Connect Salesflare to Custify

Both apps 28Salesflare 24Custify 4

• Trigger
  New Account

  Triggers when a new account is created in Salesflare.

• Trigger
  New Task

  Triggers when a new task is created in Salesflare.

• Action
  Add Contact to Account

  Links an existing contact to a Salesflare account.

• Action
  Add tag

  Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.

• Action
  Add User to Account

  Adds a Salesflare user (team member) to an account's team.

• Action
  Create Call

  Logs a call in Salesflare with the given contacts as participants.

• Action
  Create Opportunity

  Creates an opportunity (deal) on a Salesflare account and returns its id.

• Action
  Create Task

  Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users.

• Action
  Delete contact

  Deletes a contact from Salesflare.

• Action
  Delete opportunity

  Deletes an opportunity in Salesflare.

• Action
  Delete task

  Deletes a task in Salesflare.

• Action
  Find Account

  Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.

• Action
  Find Contact

  Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.

• Action
  Find Person

  Finds Salesflare persons by name, email, ID or free-text search and returns the matches.

• Action
  Find User

  Finds Salesflare users by name, email, id or free-text search.

• Action
  Find Workflow

  Finds workflows in Salesflare whose name matches the search text.

• Action
  Get opportunity

  Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.

• Action
  List tags

  Returns the tags in your Salesflare account, optionally filtered by name or ID.

• Action
  Remove Contact From Workflow

  Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps.

• Action
  Update Contact

  Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed.

• Action
  Update internal note

  Updates the text, mentions or date of an existing internal note on a Salesflare account.

• Action
  Update meeting

  Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.

• Action
  Update task

  Updates an existing Salesflare task's description, due date, linked account, assignees or completion status.

• Action
  Create Task

  Creates a task in Custify, optionally linked to a company or person, assigned to a team member, with due date, priority and checklist.

• Action
  Link Person to Company

  Links a person to a company in Custify, or updates their existing relationship, with an optional role and link date.

• Action
  Send Event

  Records a custom event for a person in Custify, such as a product action, with optional details.

• Action
  Send NPS

  Records an NPS score, with an optional comment, for a person in Custify.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.