What you can automate

When new Company in Business Online, find or create account in Salesflare.

When new Contact in Business Online, find or create contact in Salesflare.

When new Lead in Business Online, find or create contact in Salesflare.

When new Account in Salesflare, create a New Company in Business Online.

When new Task in Salesflare, create a New NCR Card in Business Online.

About Business Online

Business Online is a tool for CRM, project management, collaboration, and non-conformities in one place.

Business Online operations on Zapier

Start a workflow when this happens

Things Salesflare can make it do

Create a New Company — Register a new company with provided details.
Create a New Contact — Register a new contact.
Create a New Contact for a Specific Company — Register a new contact under a specific company.
Create a New Lead — Register a new lead in the system.
Create a New Lead for a Specific Company — Register a new lead and associate it with a specific company identified by its unique ID.

Show 10 more actions

Create a New NCR Card — Register a new NCR (Non-Conformance Report) card in the system.
Create a New Project — Register a new project in the system.
Create a New Project for a Specific Company — Register a new project and associate it with a specific company identified by its unique ID.
Update Contact Information Within a Specific Company — Update contact information for a specific contact within a specific company
Update Contact Information for a Specific Contact — Update contact information for a specific contact. Use companyId as a query parameter to associate with a company.
Update a Company by ID — Update details of a specific company by its unique identifier.
Update a Specific Lead — Update the details of a specific lead identified by its unique ID.
Update a Specific Lead Under a Company — Update the details of a specific lead associated with a company identified by their unique IDs.
Update a Specific Project — Update details of a specific project identified by its unique ID.
Update a Specific Project Under a Company — Update the details of a specific project associated with a company identified by their unique IDs.

Look up existing records

Find Company by ID — Get details of a specific company by its unique identifier.
Find Contact by ID — Retrieve contact information for a specific contact. Use companyId as a query parameter to filter by company.
Find Contact by ID in Company — Retrieve contact information for a specific contact within a specific company
Find Lead by ID — Get the details of a specific lead identified by its unique ID.
Find Lead by ID in Company — Get the details of a specific lead associated with a company identified by their unique IDs.

Show 7 more searches

Find Project by ID — Get details of a specific project identified by its unique ID. Exludes limited project.
Find Project by ID in Company — Get the details of a specific project associated with a company identified by their unique IDs. Exludes limited project.
Get All Contacts for a Spesific Company — Retrieves a list of all contacts that are associated with a specified company.
Get All Leads for a Spesific Company — Get a list of all leads associated with a specific company identified by its unique ID.
Get All Leads in a Overview — Get a list of all leads in the system, across all companies.
Get All Projects for a Spesific Company — Get a list of all projects associated with a specific company identified by its unique ID. Exludes limited projects.
Get All Projects in a Overview — Get a list of all projects available in the system. Exludes limited projects.

Business Online and Salesflare