Alvanda and Salesflare
How to connect Alvanda
- Via Zapier — 15 operations available. Set it up ↗
- Via Make — 16 modules available. Set it up ↗
What you can automate
- When new Comment Created on a Component in Alvanda, create internal note in Salesflare.
- When new Comment Created on a Task in Alvanda, create internal note in Salesflare.
- When new Initiative Task in Alvanda, create task in Salesflare.
- When new Task in Alvanda, create task in Salesflare.
- When task Completed in Alvanda, create task in Salesflare.
- When new User Invited in Alvanda, create meeting, then create call in Salesflare.
About Alvanda
Alvanda is a business and portfolio management platform, creating the highest possible levels of transparency and effectiveness across all your operations.
Alvanda operations on Zapier
Triggers (12)
Start a workflow when this happens
- Component Status Updated — Triggers when a new component status is updated.
- New Comment Created on a Component — Triggers when a new comment on a component is created.
- New Comment Created on a Task — Triggers when a new comment on a task is created.
- New Component Created — Triggers when a new component is created.
- New Initiative Task — Triggers when a new initiative task is created.
Show 7 more triggers
- New Strategic Initiative Created — Triggers when a new strategic initiative is created.
- New Task — Triggers when New Task Created.
- New User Invited — Triggers when a new user is invited.
- New User Registered — Triggers when a new user is registered.
- Procedure Updated — Triggers when a procedure is updated.
- Task Completed — Triggers when a new task Completed is created.
- User Assigned to Position — Triggers when a user is assigned to a position.
Actions (3)
Things Salesflare can make it do
- Create Component — Creates a new component.
- Create Task — Creates a new task.
- Create and Complete Task — Creates a new task and mark as completed.
Alvanda operations on Make
Triggers (12)
Start a workflow when this happens
- Watch Comments On Components — Triggers when a new comment is added.
- Watch Comments On Tasks — Triggers when a new comment is added.
- Watch Completed Task — Triggers when a task is completed.
- Watch Created Initiative Task — Triggers when an Initiative Task is created in the roadmap.
- Watch Created Strategic Initiative — Triggers when a Strategic Initiative is created in the Roadmap.
Show 7 more triggers
- Watch Invited User — Triggers when a new user is invited to the company.
- Watch New Component — Triggers when a new component is created.
- Watch New Task — Triggers when a new task is created in Alvanda.
- Watch Registered User — When a new user joins the company.
- Watch Updated Component Status — Triggers when a component status is updated.
- Watch Updated Procedure — Triggers when a procedure gets updated.
- Watch User Assigned To Position — Triggers when a user is assigned to a new position.
Actions (4)
Things Salesflare can make it do
- Create a Task and Complete It — Creates a task in Alvanda and marks it as completed.
- Create a Component — Create a new component in Alvanda. (Will automatically create a task or use a custom one)
- Create a Task — Create a new task in Alvanda.
- Make an API Call — Performs an arbitrary authorized API call.
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