What you can automate

When new Account in Coevera, find or create account in Salesflare.

When new Appointment in Coevera, create meeting, then create call in Salesflare.

When new Contact in Coevera, find or create contact in Salesflare.

When new Lead in Coevera, find or create contact in Salesflare.

When new Opportunity in Coevera, create opportunity in Salesflare.

When new Task in Coevera, create task in Salesflare.

About Coevera

Coevera is a B2B sales CRM that combines visual pipeline management, Voyager AI, and workflow automation to transform how sales teams sell and grow revenue.

Coevera operations on Zapier

Triggers (16)

Start a workflow when this happens

New Account — Triggers when a new Account is created.
New Appointment — Triggers when a new Appointment is created.
New Contact — Triggers when a new Contact is created.
New Custom Entity — Triggers when a new Custom Entity is created.
New Lead — Triggers when a new Lead is created.

Show 11 more triggers

New Opportunity — Triggers when a new Opportunity is created.
New Product — Triggers when a new Product is created.
New Task — Triggers when a new Task is created.
Updated Account — Triggers when an Account is updated.
Updated Appointment — Triggers when an Appointment is updated.
Updated Contact — Triggers when a Contact is updated.
Updated Custom Entity — Triggers when a Custom Entity is updated.
Updated Lead — Triggers when a Lead is updated.
Updated Opportunity — Triggers when an Opportunity is updated.
Updated Product — Triggers when a Product is updated.
Updated Task — Triggers when a Task is updated.

Actions (24)

Things Salesflare can make it do

Create Account — Create a new Account.
Create Appointment — Create a new Appointment.
Create Contact — Create a new Contact.
Create Custom Entity — Create a new Custom Entity.
Create Lead — Create a new Lead.

Show 19 more actions

Create Opportunity — Create a new Opportunity.
Create Product — Create a new Product.
Create Product Line Item — Create a new Product Line Item.
Create Task — Create a new Task.
Search or Create Account — this is the description.
Search or Create Appointment — this is the description.
Search or Create Contact — this is the description.
Search or Create Lead — this is the description.
Search or Create Opportunity — this is the description.
Search or Create Product — custom description
Search or Create Task — this is the description.
Update Account — Update an existing Account.
Update Appointment — Update an existing Appointment.
Update Contact — Update an existing Contact.
Update Custom Entity — Update an existing Custom Entity.
Update Lead — Update an existing Lead.
Update Opportunity — Update an existing Opportunity.
Update Product — Update an existing Product.
Update Task — Update an existing Task.

Searches (9)

Look up existing records

Find Account — Find an existing Account. Optionally, create one if Account is not found.
Find Appointment — Find an existing Appointment. Optionally, create one if Appointment is not found.
Find Contact — Find an existing Contact. Optionally, create one if Contact is not found.
Find Custom Entity — Find an existing Custom Entity. Optionally, create one if Custom Entity is not found.
Find Lead — Find an existing Lead. Optionally, create one if Lead is not found.

Show 4 more searches

Find Opportunity — Find an existing Opportunity. Optionally, create one if Opportunity is not found.
Find Owner — Find an existing Owner.
Find Product — Find an existing Product. Optionally, create one if Product is not found.
Find Task — Find an existing Task. Optionally, create one if Task is not found.

Coevera and Salesflare

How to connect Coevera