Authvia and Salesflare

How to connect Authvia

What you can automate

  • When new Customer Created in Authvia, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When new Customer Updated in Authvia, create an account, then create a contact, then add a contact to an account in Salesflare.

About Authvia

Authvia allows you to send and receive payments through simple text requests.

Authvia operations on Zapier

Triggers (2)

Start a workflow when this happens

  • Conversation Created — Triggers when a conversation has been created, see https://developer.authvia.com/reference#conversations.
  • Conversation Updated — Triggers when a conversation has been updated, see https://developer.authvia.com/reference#conversations.

Actions (5)

Things Salesflare can make it do

  • Conversation Reminder — Remind customer of a payment conversation through a text message. See https://developer.authvia.com/reference#conversations
  • Fail Conversation — Will mark a conversation as failed, indicating it did not complete successfully. See https://developer.authvia.com/reference#conversations
  • Get Conversation — Use this action to get a conversation from Authvia. See https://developer.authvia.com/reference#conversations
  • New Conversation — Use this action to create a new Conversation with Authvia. See https://developer.authvia.com/reference#conversations
  • Resolve Conversation — Mark a conversation resolved, indicating it was successful. In the case of payment conversation if a payment happened elsewhere, it would be appropriate to mark it resolved. See https://developer.authvia.com/reference#conversations

Authvia operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Conversation Created — Triggers when a new conversation is created.
  • Watch Conversation Updated — Triggers when an existing conversation is updated.
  • Watch Customer Created — Triggers when a new customer is created.
  • Watch Customer Deleted — Triggers when an existing customer is deleted.
  • Watch Customer Updated — Triggers when an existing customer is updated.
Show 2 more triggers
  • Watch Merchant Created — Triggers when a new merchant is created.
  • Watch Merchant Updated — Triggers when an existing merchant is updated.

Actions (13)

Things Salesflare can make it do

  • Add a Conversation Message — Adds a new message to an existing conversation.
  • Add a Merchant Product — Creates a new product for a merchant.
  • Create a Conversation — Creates a new conversation with a customer.
  • Create a Customer — Creates a new customer.
  • Create a Merchant — Creates a new merchant.
Show 8 more actions
  • Delete a Customer — Deletes an existing customer.
  • Get a Conversation — Retrieves an existing conversation.
  • Get a Customer — Retrieves an existing customer.
  • Get a Merchant — Retrieves an existing merchant.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Conversation — Updates an existing conversation.
  • Update a Customer — Updates an existing customer.
  • Update a Merchant — Updates an existing merchant.

Searches (2)

Look up existing records

  • List Merchant Products — Retrieves a list of products for a merchant.
  • Search Conversations — Retrieves a list of conversations.

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