BeLazy and Salesflare

belazy.cat ↗

How to connect BeLazy

Via Make — 41 modules available. Set it up ↗

What you can automate

When new Opportunities in Salesflare, create Opportunity From Workspace in BeLazy.

BeLazy operations on Make

Triggers (1)

Start a workflow when this happens

Watch New Approved Project — Triggers when BeLazy notifies Make of new incoming project that is approved automatically or manually. The module returns with an iteration through the available projects in BeLazy.

Actions (31)

Things Salesflare can make it do

Accept An Opportunity — Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.
Acknowledges Project — Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.
Add File To Workspace — Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.
Add/Update Deliverable — Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Clear Vendor Of Project — Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.

Show 26 more actions

Create Opportunity From Workspace — Creates an opportunity from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create an opportunity with this operation.
Create Opportunity From Workspace (Basic) — Create an opportunity from an email or any other data source where the necessary data can be mapped. Attachments are not included.
Create Workspace — Creates a new workspace.
Delete Deliverable — Removes a deliverable file from a project. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Delete File — Deletes a file. Generally an uploaded file should be referenced in a futher API call and should not be deleted. The removal is offered for convenience to discard uploads made by mistake. Uploaded but unused files are also deleted within 10 minutes.
Delete Workspace — Deletes the workspace, including all files in the workspace. This operation cannot be reversed.
Deliver Entire Project — Signals that the project was delivered in the BMS. This will start the final deliver / close process in the vendor portal (and prevent uploading / modifying of deliverables to BeLazy). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Deliver Project Item — After deliverable files are uploaded to BeLazy a (partial) delivery process can be started using this operation. The delivery process will upload the deliverables belonging to the delivered part of the project to the vendor portal. After the delivery of this part of the project is started, no more modification of deliverables assigned to the delivered project part is possible. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Dismiss A Project — Dismisses a project, which results in the project being ignored and no longer monitored.
Dismiss An Opportunity — Dismisses an opportunity, which results in the opportunity being ignored and no longer offered for acceptance. This operation is applicable when you want to control what opportunities to accept or dismiss.
Download Deliverable — Download a particular deliverable file associated with a project. This operation is applicable when when your system is a proprietary vendor portal and want to fetch deliverables from the BMS.
Download File — Downloads the files from BeLazy which then can be stored with a following step to Dropbox, GDrive, FTP etc. This module is meant to be preceeded by a Query File List module that returns with the files available in the project.
Get Connection — Gets the details of a connection.
Get Deliverable — Gets metadata of a deliverable associated with a project. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.
Get File In Workspace — Gets the properties of a particular file.
Get Opportunity — Get an opportunity with all its properties by it's identifier.
Get Project — Gets the details of an active project.
Get Workspace — Gets the properties of a workspace.
Make an API Call — Performs an arbitrary authorized API call.
Remove File From Workspace — Removes a file from a workspace.
Set Vendor For Project — Sets a vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to apply this assignments in the origin system — using the mapping information between the vendors in the BMS and the lingusits in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.
Signal Project Delivery — Signals that a project was succesfully delivered and closed in the external vendor portal. This operation marks the project as succesfully delivered and closed. This operation is applicable when your system is a proprietary vendor portal.
Synchronize Connection — Invokes the synchronization of an automated connection.
Synchronize Project — Invokes the synchronization of a specified project via the vendor portal connection.
Update Workspace — Updates the properties of a workspace. All properties will be overwritten with the provided values.
Upload a file — Uploads a new file. The successful operation returns an identifier, which can be used to reference to this file in further Api calls. Uploaded and unused (unreferenced) files are kept for no longer than 10 minutes. The maximum accepted file size is 3GB.

Searches (9)

Look up existing records

List Connections — Lists the connections defined in BeLazy. This module returns with an iteration through the connections.
List Deliverables Of Project — Fetches the list of deliverables of the project. Metadata regarding every deliverable of the project is returned. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.
List Files In Project — Lists the files in a project, generally it should come after a check if the project has files (origin.hasFiles = true). The module returns with an iteration through the available files that then can be downloaded using the Download File module.
List Files In Workspace — Lists the files matching the specified search criteria associated with the specified workspace.
List Languages — Lists the languages known by BeLazy.

Show 4 more searches

List Opportunities — Lists opportunities with filtering. The filter criteria are combined and an opportunity must match all.
List Projects — Lists projects with filtering. The filter criteria are combined and a project must match all.
List Specializations — Lists the specializations known by BeLazy.
List Workspaces — Lists the workspaces matching the specified search criteria.

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