Albi and Salesflare
How to connect Albi
- Via Zapier — 43 operations available. Set it up ↗
What you can automate
- When new Contact in Albi, find or create contact in Salesflare.
- When new Organization in Albi, find or create account in Salesflare.
- When new Task in Albi, create task in Salesflare.
- When new Account in Salesflare, create Organization in Albi.
- When new Task in Salesflare, create Task in Albi.
About Albi
Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.
Albi operations on Zapier
Triggers (13)
Start a workflow when this happens
- Contact Status Change — Triggers when a contact status is changed.
- New Contact — When a contact is created
- New Organization — When a new organization is created
- New Project — When a project is created
- New Relationship — When a new Organization or Contact is created
Show 8 more triggers
- New Relationship Activity — When a new relationship activity is created.
- New Task — When a task is created
- Organization Status Change — Triggers when a organization is status is changed.
- Project Date Modified — Triigers when a project date is entered or updated
- Project Linked — Fires when a project gets linked
- Project Status Changed — When a project status changed
- Task Complete — When a task is marked complete
- Task In-Progress — When a task is marked in-progress
Actions (19)
Things Salesflare can make it do
- Change Contact Status — Changes the status of the contact.
- Change Organization Status — Changes the organization status.
- Create Contact — Creates a Contact
- Create Event — Creates a new event.
- Create Organization — Creates an Organization
Show 14 more actions
- Create Project — Creates a new project in Albi
- Create Project Note — Created a Project Note
- Create Relationship Activity — Creates a new activity for a organization or a contact.
- Create Task — Creates a Tasks
- Get Activity — Retrieve activities by given an ID
- Get Project Staff — Get all the staff members from a given project by project role
- Get Staff — Retrieve Staff by given an ID
- Get Task — Retrieves a task by given an ID
- Retrieve Contact — Retrieves a contact by given ID
- Retrieve Modified Project Date — Gets the project date
- Retrieve Organization — Retrieves a organization by given an ID
- Retrieve Project — Retrieves a project by given an ID
- Send Email — Send an email and log it to a project, Project ID should be provided to have email saved to activity.
- Update Project Dates — Update a Project Date
Searches (11)
Look up existing records
- Find Project Expense — Finds an expense using both the Project ID and Expense ID.
- Find Project Expenses — Finds all expenses linked to a project.
- Find Project Invoice — Finds an invoice using both the Project ID and Invoice ID.
- Find Project Invoices — Finds all invoices linked to a project.
- Find Project Payment — Finds a payment using both the Project ID and Payment ID.
Show 6 more searches
- Find Project Payments — Finds all payments linked to a project.
- Get All Projects — Retrieve all projects
- Get Event by ID — Get Scheduler Event by ID
- Get Project Dates — Gets all the project dates.
- Get Project Financial KPI — Get Project Financial KPI
- Get Project Status — Get the current status of the project
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free