Salesflare Salesflare Integrations

ClientRamp and Salesflare

Project Management clientramp.com ↗

How to connect ClientRamp

What you can automate

  • When invoice Marked Paid in ClientRamp, create opportunity, then find or create contact in Salesflare.
  • When new Client in ClientRamp, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in ClientRamp, create opportunity, then find or create contact in Salesflare.
  • When new Meeting in ClientRamp, create meeting, then create call in Salesflare.
  • When task Completed in ClientRamp, create task in Salesflare.
  • When task Submitted in ClientRamp, create task in Salesflare.

About ClientRamp

ClientRamp is a platform for businesses to manage clients, projects, quotations, invoices, meetings, tasks, time tracking, and team collaboration.

ClientRamp operations on Zapier

Triggers (14)

Start a workflow when this happens

  • Direct Message Received — Triggers when a direct message is received.
  • Group Message Received — Triggers when a message is posted in a group.
  • Invoice Marked Paid — Triggers when an invoice is marked as paid.
  • New Client — Triggers when a new client is created.
  • New Employee — Triggers when a new employee is added.
Show 9 more triggers
  • New Invoice — Triggers when a new invoice is created.
  • New Meeting — Triggers when a meeting or session is scheduled.
  • New Project — Triggers when a new project is created.
  • New Quotation — Triggers when a new quotation is created.
  • Quotation Requested — Triggers when a quotation is requested.
  • Task Assigned — Triggers when a task is assigned or reassigned.
  • Task Completed — Triggers when a task is marked as complete.
  • Task Revision Requested — Triggers when a revision is requested for a task.
  • Task Submitted — Triggers when a task is submitted for review.

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