Cirqll and Salesflare
How to connect Cirqll
- Via Zapier — 43 operations available. Set it up ↗
What you can automate
- When new Appointment Event in Cirqll, create meeting, then create call in Salesflare.
- When new Assignment Event in Cirqll, create task in Salesflare.
- When new Contact Event in Cirqll, find or create contact in Salesflare.
- When new Customer Event in Cirqll, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Email Event in Cirqll, find or create contact in Salesflare.
- When new Note Event in Cirqll, create internal note in Salesflare.
About Cirqll
Cirqll is a CRM platform to organize everything around your customer. For example: Notes, tasks, appointments, chances, contracts.
Cirqll operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Appointment Event — Triggers when an appointment is created, updated or deleted.
- New Assignment Event — Triggers when an assignment is created, updated or deleted.
- New Chance Event — Triggers when a chance is created, updated or deleted.
- New Contact Event — Triggers when a contact is created, updated or deleted.
- New Contract Event — Triggers when a contract is created, updated or deleted.
Show 5 more triggers
- New Customer Event — Triggers when a customer is created, updated or deleted.
- New Email Event — Triggers when an email is created, updated or deleted.
- New Note Event — Triggers when a note is created, updated or deleted.
- New Task Event — Triggers when a task is created, updated or deleted.
- New User Event — Triggers when a user is created, updated or deleted.
Actions (20)
Things Salesflare can make it do
- Create Appointment — Creates a new appointment.
- Create Assignment — Creates a new assignment.
- Create Chance — Creates a new chance.
- Create Contact — Creates a new contact.
- Create Contract — Creates a new contract.
Show 15 more actions
- Create Customer — Creates a new customer.
- Create Email — Creates a new email.
- Create Note — Creates a new note.
- Create Task — Creates a new task.
- Find or Create Appointment — Searches for an existing appointment.
- Find or Create Assignment — Searches for an existing assignment.
- Find or Create Chance — Searches for an existing chance.
- Find or Create Contact — Searches for an existing contact.
- Find or Create Contract — Searches for an existing contract.
- Find or Create Customer — Searches for an existing customer.
- Find or Create Email — Searches for an existing email.
- Find or Create Note — Searches for an existing note.
- Find or Create Task — Searches for an existing task.
- Update Appointment — Update an appointment.
- Update Chance — Update a chance.
Searches (13)
Look up existing records
- Find Appointment — Searches for an existing appointment.
- Find Assignment — Searches for an existing assignment.
- Find Chance — Searches for an existing chance.
- Find Contact — Searches for an existing contact.
- Find Contract — Searches for an existing contract.
Show 8 more searches
- Find Customer — Searches for an existing customer.
- Find Email — Searches for an existing email.
- Find Field — Searches for an existing field.
- Find Field Value — Searches for an existing field value.
- Find Note — Searches for an existing note.
- Find Task — Searches for an existing task.
- Find Template — Searches for an existing template.
- Find User — Searches for an existing user.
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