Atlas and Salesflare
How to connect Atlas
- Via Zapier — 22 operations available. Set it up ↗
- Via Make — 6 modules available. Set it up ↗
What you can automate
- When company Updated in Atlas, find or create account in Salesflare.
- When list Member Added in Atlas, find or create contact in Salesflare.
- When person Updated in Atlas, find or create contact in Salesflare.
About Atlas
Atlas is a relationship platform that leverages your team's network, email contacts, and professional history to identify your next customer, investor, or hire.
Atlas operations on Zapier
Triggers (5)
Start a workflow when this happens
- Company Updated — Triggers when a company is updated.
- Custom Field Value Updated — Triggers when a the custom field value for a person is updated.
- List Member Added — Triggers when an person is added to a list.
- List Member Removed — Triggers when an person is removed from a list.
- Person Updated — Triggers when a person is updated.
Actions (10)
Things Salesflare can make it do
- Add Person to List — Add a person to a list
- Create List — Creates a list
- Create Note — Creates a note
- Create Person — Creates a person
- Delete List — Deletes a list
Show 5 more actions
- Delete Note — Deletes a note
- Remove External Identifier From Person — Removes a person
- Remove Person From List — Remove a person from a list
- Update Person — Update a person
- Upsert Custom Field Value for Person — Upsert a Custom Field Value
Searches (7)
Look up existing records
- Get Company — Triggers a company request.
- Get Custom Field — Triggers a custom field request.
- Get Custom Field Value for Person — Triggers a custom field value request.
- Get List — Triggers a list request.
- Get Note — Triggers a note request.
Show 2 more searches
- Get Person — Triggers a person request.
- Get User — Triggers a user request.
Atlas operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Completed Calls — Triggers when a call is completed in the selected campaign.
- Watch Received Messages — Triggers when a message is received in the selected campaign.
- Watch Sent Messages — Triggers when a message is sent in the selected campaign.
- Watch Started Calls — Triggers when a call is started in the selected campaign.
Actions (2)
Things Salesflare can make it do
- Call a Number — Make an outbound call to a number.
- Schedule iMessage Session — Schedules a personalized outbound campaign message for a single contact (immediately or at a specified ISO datetime), while creating/updating the contact automatically.
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