Access Practice SE and Salesflare
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.
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.
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