Aerion and Salesflare

Time Tracking aerion.app ↗

How to connect Aerion

Via Zapier — 19 operations available. Set it up ↗

What you can automate

When new Client in Aerion, find or create account, then find or create contact, then add contact to account in Salesflare.
When updated Client in Aerion, find or create account, then find or create contact, then add contact to account in Salesflare.

About Aerion

Aerion is an extension for your product management software that supercharges your workflow with budget, cost- and team capacity management and billing.

Aerion operations on Zapier

Triggers (7)

Start a workflow when this happens

New Client — Triggers when a new client is created.
New Document — Triggers when a new document is created.
New Project — Triggers when a new project is created.
New Time Entry — Triggers when a user creates a new time entry.
Updated Client — Triggers when a client is updated or created.

Show 2 more triggers

Updated Project — Triggers when a project is updated or created.
Updated Time Entry — Triggers when a user updates or creates a time entry.

Actions (5)

Things Salesflare can make it do

Create or Update Absence — Creates or updates an Absence, depending on if a absenceId is included.
Create or Update Client — Creates or updates a client and a contact
Create or Update Contact — Creates or Updates a contact.
Create or Update Project — Creates or updates a Project, depending on if a projectId is included
Upload Document — Creates a Document record attached to a project, client, or user, and uploads the supplied file to it.

Searches (7)

Look up existing records

Find Absence — Finds an absence
Find Absence Type — Finds an absence type
Find Client — Finds a client.
Find Contact — Finds a Contact.
Find Documents — Find documents by id, or list all documents attached to a parent project / client / user.