Salesflare Salesflare Integrations

Acuity PPM and Salesflare

acuityppm.com ↗

How to connect Acuity PPM

What you can automate

  • When new Approved Proposals in Acuity PPM, create an opportunity in Salesflare.
  • When new Opportunities in Salesflare, create Proposal in Acuity PPM.

Acuity PPM operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Approved Proposals — Trigger for proposals

Actions (11)

Things Salesflare can make it do

  • Create Milestone — Create a new Milestone
  • Create Project — Add a new Project
  • Create Proposal — Add a new Proposal
  • Get Milestone — Get Timeline
  • Get Project — Get an existing Project
Show 6 more actions
  • Get Proposal — Get an existing Proposal
  • Update Milestone — Update an existing Milestone
  • Update Project — Update existing Project
  • Update Project Timeline — Update Project Timeline Dates
  • Update Proposal — Update an existing Proposal
  • Update Proposal Timeline — Update Proposal Timeline Dates

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