Botkeeper and Salesflare
How to connect Botkeeper
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When task Created or Updated in Botkeeper, create task in Salesflare.
- When new Task in Salesflare, create a Custom Task in Botkeeper.
About Botkeeper
Botkeeper leverages machine learning and workflow tools that automate the most manual and time-consuming bookkeeping work.
Botkeeper operations on Zapier
Triggers (2)
Start a workflow when this happens
- Document Uploaded — Triggers when a new document is uploaded.
- Task Created or Updated — Triggers when a new task is created or updated.
Actions (3)
Things Salesflare can make it do
- Create a Client — Creates a new Client
- Create a Custom Task — Creates a Custom Task
- Invite a User — Invites a User to a Client
Searches (3)
Look up existing records
- Find Client — Finds a client by name
- Find Task — Finds a Task based on the Provided Criteria
- Find User — Finds a user by name or email address
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