Collect and Salesflare
How to connect Collect
- Via Zapier — 10 operations available. Set it up ↗
About Collect
Collect helps team to put documents and data collection on autopilot.
Collect operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Document Uploaded — Triggers when a new document is uploaded, when an item is validated or when a request is completed. It will trigger for each document that have been uploaded. You can optionally choose when it should be trigger. By default it will be triggered when the request is completed.
- New Request — Triggers when a new request is created.
- Request Completed — Triggers when a request is completed.
- Request Status Changed — Triggers when a request changes status.
- Request Submitted for Validation — Triggers when a request is submitted for validation.
Actions (4)
Things Salesflare can make it do
- Assign Request — Assigns a request to a team member
- Create Contact — Creates a Contact
- Send Request — Creates a request
- Update Request — Updates an existing Request
Searches (1)
Look up existing records
- Find Request — Finds a request by request ID or by contact email address
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