Access Practice SE and Salesflare

CRM (Customer Relationship Management) access-practice-se.com ↗

How to connect Access Practice SE

Via Zapier — 11 operations available. Set it up ↗

What you can automate

When client Created/Updated in Access Practice SE, find or create account, then find or create contact, then add contact to account in Salesflare.
When contact Created/Updated in Access Practice SE, find or create contact in Salesflare.
When new Task in Salesflare, add Recurring Task to Client in Access Practice SE.

About Access Practice SE

Access Practice SE is a workflow solution that lets you manage your client data, communication and accounting practice jobs and track their progress easily.

Access Practice SE operations on Zapier

Triggers (5)

Start a workflow when this happens

Client Created/Updated — Triggers when a new client is created or updated in Access Practice SE.
Contact Created/Updated — Triggers when a contact is created or updated.
Task Assigned — Triggers when a task is assigned or reassigned to a team member.
Task Finished — Triggers when all tasks of a task are completed.
Task Started — Triggers when a task starts.

Actions (4)

Things Salesflare can make it do

Add Recurring Task to Client — Creates a recurring task using the default template recurrence settings.
Add/Update Contact to Client — Create or update a contact, based on the contact ID or the contact's email already existing.
Create/Update Client — Create or update a client, based on the Client ID or the client's name already existing.
Start Task — Starts a new task.

Searches (2)

Look up existing records

Find Client — Finds an existing client based on the name or ID. If neither is provided, returns all clients.
Find Contact — Find an existing contact.