Cling and Salesflare
How to connect Cling
- Via Zapier — 10 operations available. Set it up ↗
About Cling
Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!
Cling operations on Zapier
Triggers (7)
Start a workflow when this happens
- Document Accepted — Triggers when a document changes status to accepted.
- Document Accepted PDF — Triggers when a PDF is available after a document was accepted
- Document Denied — Triggers when a document changes status to denied.
- Document Expired — Triggers when a document changes status to expired.
- Document Sent — Triggers when a document changes status to sent.
Show 2 more triggers
- Document Viewed — Triggers when a client views the document for the first time.
- New Document — Triggers when a new document is created.
Actions (3)
Things Salesflare can make it do
- Create Client — Creates a new client
- Create Document — Create a new document
- Send Document — Send a document
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