Connect Salesflare and Terros

Both apps 45Salesflare 19Terros 26

• Trigger
  New Task

  Triggers when a new task is created in Salesflare.

• Trigger
  New Workflow Event

  Triggers when a new workflow 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 Contact

  Creates a contact in Salesflare with name, email, phone numbers, company position, tags and custom field values.

• 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 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 task

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

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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