What you can automate

When company Created in Catalyst by Cloverly, find or create account in Salesflare.

When company Updated in Catalyst by Cloverly, find or create account in Salesflare.

When deal Created in Catalyst by Cloverly, create opportunity in Salesflare.

When deal Updated in Catalyst by Cloverly, create opportunity in Salesflare.

When proposal Created in Catalyst by Cloverly, create opportunity in Salesflare.

When proposal Updated in Catalyst by Cloverly, create opportunity in Salesflare.

About Catalyst by Cloverly

Catalyst by Cloverly is a commerce software that helps carbon credit suppliers manage inventory, pricing, payments, reporting, and multi-channel distribution.

Catalyst by Cloverly operations on Zapier

Triggers (11)

Start a workflow when this happens

Batch Created — Triggers when a batch is created.
Batch Updated — Triggers when a batch is updated.
Company Created — Triggers when a company is created.
Company Updated — Triggers when a company is updated.
Deal Closed — Triggers when a deal is closed.

Show 6 more triggers

Deal Created — Triggers when a deal is created.
Deal Updated — Triggers when a deal is updated.
Project Deactivated — Triggers when a project is marked inactive (deactivated).
Project Reactivated — Triggers when a previously deactivated project is reactivated.
Proposal Created — Triggers when a proposal is created.
Proposal Updated — Triggers when a proposal is updated.

Actions (17)

Things Salesflare can make it do

Create Batch — Creates a new batch.
Create Company — Creates a new company.
Create Contact — Creates a new contact.
Create Deal — Creates a new deal with optional transaction line items. Third-party inventory (cross-org) deals are not supported through Zapier.
Create Project — Creates a new project.

Show 12 more actions

Create Proposal — Creates a new proposal using flexible transaction input methods.
Create User — Creates a new user.
Extract Nested Data — Extract data from nested objects and arrays using dot notation. Perfect for accessing deeply nested fields or flattening arrays for iteration with Loop by Zapier. Handles multiple levels of nesting automatically.
Find or Create Company — Finds a company by name, or creates it if none exists. Always returns a single company.
Find or Create Contact — Finds a contact, or creates one if none are found.
Find or Create User — Finds a user, or creates one if none are found.
Update Batch — Updates an existing batch.
Update Company — Updates an existing company.
Update Deal — Updates an existing deal. Supports adding, updating, and removing transactions. Third-party inventory (cross-org) deals are not supported through Zapier.
Update Project — Updates an existing project.
Upload Project Image — Uploads an image to a project.
Upload Supporting Document — Uploads a supporting document to a project or batch.

Searches (7)

Look up existing records

Fetch Batch by ID — Fetches a specific batch by its public ID.
Fetch Deal by ID — Fetches a specific deal by its public ID.
Fetch Project by ID — Fetches a specific project by its public ID.
Find Contact — Finds a contact, optionally filtered by company
Find Documents — Lists documents attached to a project or batch. Use this to look up an existing document by public_id for downstream steps.

Show 2 more searches

Find Projects — Lists projects in the organization, optionally filtered by name.
Find User — Finds users in the system, optionally filtered by email or name

Catalyst by Cloverly and Salesflare

How to connect Catalyst by Cloverly