Clinked and Salesflare
How to connect Clinked
- Via Zapier — 42 operations available. Set it up ↗
What you can automate
- When new Note in Clinked, create internal note in Salesflare.
- When new Task Category in Clinked, create task in Salesflare.
- When new Task in Clinked, create task in Salesflare.
- When new Task in Salesflare, create Task Category in Clinked.
About Clinked
Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.
Clinked operations on Zapier
Triggers (11)
Start a workflow when this happens
- Get Activity — Lists selected activity
- Members — Account members
- New Discussion — Trigger when new discussion is created in group. Returns 100 latest events.
- New Event — Trigger when new event is created in group. Returns 100 latest events.
- New File — Triggers when a new file is created in group. Returns latest 100 results.
Show 6 more triggers
- New Folder — Triggers when new folder is created. Returns latest 100 results.
- New Group — Triggers when new group is created.
- New Note — Trigger when new note is created in group.
- New Task — Triggers when new task is created in a group. Returns latest 100 results.
- New Task Category — Triggers when a new task category is created in a group.
- Task Update — Triggers when task status is updated
Actions (23)
Things Salesflare can make it do
- Create Attachment — Create a new attachment.
- Create Discussion — Create a new discussion.
- Create Event — Creates a new event.
- Create Folder — Creates a new folder.
- Create Group — Creates a new group.
Show 18 more actions
- Create Note — Create a new Note.
- Create Task — Creates a new task.
- Create Task Category — Creates a new task category.
- Create Text File — Creates a brand new text file from plain text content you specify.
- Duplicate a Group — Duplicate an existing group.
- Find or Create Event — Finds an event in group by name.
- Find or Create File — Finds a file in a group by name. Returns maximum 100 results.
- Find or Create Folder — Finds a folder in a group by name. Returns latest 100 results.
- Find or Create Group — Finds a group by name.
- Find or Create Note — Finds a note in group by name.
- Find or Create Task — Finds a task in a group by name.
- Find or Create Task Category — Finds a Task Category in group by name.
- Invite Members — Invites new members to Organisation.
- Invite Members to Group — Invite members to group
- Update Event — Update an existing Event.
- Update Task Status — Update existing task status.
- Update a Note — Update an existing note.
- Upload File — Creates a new file.
Searches (8)
Look up existing records
- Find Event — Finds an event in group by name.
- Find File — Finds a file in a group by name. Returns maximum 100 results.
- Find Folder — Finds a folder in a group by name. Returns latest 100 results.
- Find Group — Finds a group by name.
- Find Member — Finds member by username
Show 3 more searches
- Find Note — Finds a note in group by name.
- Find Task — Finds a task in a group by name.
- Find Task Categories — Finds a Task Category in group by name.
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