ALIS and Salesflare

How to connect ALIS

What you can automate

  • When created Contact in ALIS, find or create contact in Salesflare.
  • When updated Contact in ALIS, find or create contact in Salesflare.

About ALIS

ALIS is a comprehensive suite of eHR tools purpose-built for assisted living communities.

ALIS operations on Zapier

Triggers (14)

Start a workflow when this happens

  • Created Contact — Triggers when a new contact is created.
  • Created Prospect — Triggers when a new prospect is created.
  • Created Referral Source — Triggers when a new referral source is created.
  • Deleted Prospect — Triggers when a prospect's basic info is updated.
  • Disabled Referral Source — Triggers when a referral source is disabled.
Show 9 more triggers
  • Get All Communities — List all communities from an ALIS account.
  • Resident Move-In — Triggers when a resident moves in.
  • Resident Move-Out — Triggers when a resident moves out.
  • Updated Contact — Triggers when a contact's info is updated.
  • Updated Prospect — Triggers when a prospect's basic info is updated.
  • Updated Prospect Score — Triggers when a prospect's score is updated.
  • Updated Prospect Stage — Triggers when a prospect's stage is updated.
  • Updated Referral Source — Triggers when a referral source's info is updated.
  • Updated Resident — Triggers when a resident's basic info is updated.

Actions (2)

Things Salesflare can make it do

  • Create Prospect — Creates a Prospect and optionally an associated Main Contact. Note that at least one of the following is required: Prospect name, Contact name, or Contact Organization
  • Create Resident — Creates a resident in ALIS. By default, a new resident will be created as an applicant.

Searches (5)

Look up existing records

  • Find Contact — Find a Contact by its unique ID
  • Find Contacts by Prospect — Finds a list of Contacts by Prospect ID
  • Find Contacts by Resident — Finds a list of Contacts by Resident ID
  • Find Prospect — Finds a Prospect by its unique ID
  • Find Resident — Find a Resident by its unique ID

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