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BranchIS and Salesflare

branchis.com ↗

How to connect BranchIS

What you can automate

  • When new Project Formation Events in BranchIS, create a contact in Salesflare.
  • When new Tasks in BranchIS, create a task in Salesflare.
  • When new Tasks in Salesflare, create a Task in BranchIS.

BranchIS operations on Make

Triggers (3)

Start a workflow when this happens

  • Watch Project Formation Events — Watches for project formation events.
  • Watch Projects — Watches for each change on the Project at a specified interval.
  • Watch Tasks — Watches for each change on the Task at a specified interval.

Actions (10)

Things Salesflare can make it do

  • Attach an URL link to the project — Attaches a URL link to the Project.
  • Attach an URL link to the task — Attaches a URL link to the Task.
  • Create a Project — Creates a new Project which can be empty or from a Template.
  • Create a Task — Creates everything the Task should have.
  • Get Project Detail — Returns detail of the Project with a lot of useful information such as predictions which is your CRM greedy for.
Show 5 more actions
  • Get Task Detail — Returns detail of the existing Task.
  • Make an API Call — Makes a custom BranchIS API request
  • Send chat message — Sends message to chat channel
  • Update a Project — Updates an existing project.
  • Update a Task — Updates an already existing Task.

Searches (4)

Look up existing records

  • Search Projects — Searches by query string. It uses fulltext search and very powerful query language as well.
  • Search Tasks — Searches by query string. It uses fulltext search and very powerful query language as well.
  • Search Timers — Searches by query string. It uses fulltext search and very powerful query language as well.
  • Show Plan — Returns current Schedule.

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