ComTrack and Salesflare

Accounting comtrack.io ↗

How to connect ComTrack

Via Zapier — 68 operations available. Set it up ↗

What you can automate

When boards: Card Updated in ComTrack, create task in Salesflare.
When boards: New Card in ComTrack, create task in Salesflare.
When boards: New New Comment in Card in ComTrack, create internal note in Salesflare.
When boards: New Label Added to Card in ComTrack, create task in Salesflare.
When chats: New Channel Member in ComTrack, find or create contact in Salesflare.
When new Task in Salesflare, boards: Add Attachment to Card in ComTrack.

About ComTrack

ComTrack is a commission tracker for insurance agents.

ComTrack operations on Zapier

Triggers (17)

Start a workflow when this happens

Boards: Card Archived — Triggers when a card is archived.
Boards: Card Due — Triggers when a card is due.
Boards: Card Moved to List — Triggers when a card is moved to a new list.
Boards: Card Updated — Triggers when a card is updated.
Boards: New Board — Triggers when a new board is created.

Show 12 more triggers

Boards: New Card — Triggers when a new card is created.
Boards: New Checklist — Triggers when a new checklist is created in a card.
Boards: New Label Added to Card — Triggers when a label is added to a card.
Boards: New New Comment in Card — Triggers when a new comment is added to a card.
Chats: New Channel — Triggers when a new channel is created.
Chats: New Channel Member — Triggers when a new member is added to a specific channel.
Chats: New File — Triggers when a new file is posted in a message.
Chats: New Mention — Triggers when a new message mentions someone.
Chats: New Message Posted Anywhere — Triggers when a new message is posted anywhere in the organization.
Chats: New Message Posted to Channel — Triggers when a new message is posted to a specific channel.
Chats: New User — Triggers when a new user is added to the organization.
New Application — Triggers when a new application is created in ComTrack — from the disposition form, HealthSherpa import, or any other source. Polls up to every few minutes depending on your Zapier plan.

Actions (34)

Things Salesflare can make it do

Add Row — Add a row to the commission table.
Add Row to Reference — Add a row to the Reference table.
Boards: Add Attachment to Card — Adds an attachment to a card.
Boards: Add Comment to Card — Adds a comment to a card.
Boards: Add Label to Card — Adds a label to a card.

Show 29 more actions

Boards: Add Member to Card — Adds a member to a card.
Boards: Archive Card — Archives a card.
Boards: Copy Board — Creates a copy of an existing board.
Boards: Create Board — Creates a new board.
Boards: Create Card — Creates a new card in a list.
Boards: Create Checklist — Creates a new checklist in a card.
Boards: Create Checklist Item — Creates a new item in a checklist.
Boards: Delete Checklist Item — Deletes an item from a checklist.
Boards: Move Card to List — Moves a card to a different list or board.
Boards: Remove Label From Card — Removes a label from a card.
Boards: Remove Member From Card — Removes a member from a card.
Boards: Update Card — Updates an existing card.
Chats: Create 'Everyone' Channel — Creates a new open channel that everyone in the organization can join.
Chats: Create 'Invite-Only' Channel — Creates a new invite-only channel that members must be explicitly added to.
Chats: Delete Message — Deletes a specific message from a channel.
Chats: Get Message — Gets a specific message by its ID from a channel.
Chats: Invite User to Channel — Invites a user to a channel.
Chats: Remove User From Channel — Removes a user from a channel.
Chats: Send Channel Message — Sends a message to a channel.
Chats: Send Direct Message — Sends a direct message to a specific user.
Create Application — Create a new insurance application.
Create Bulk Rules — Create multiple rules in a single request.
Create Rule — Create a new rule.
Create Rule Folder — Create a new rule folder.
Delete Rule — Delete a rule.
Delete Rule Folder — Delete a rule folder.
Digest a File — Digests a file in the system.
Update Rule — Update an existing rule.
Update Rule Folder — Update an existing rule folder.

Searches (17)

Look up existing records

Boards: Find Board — Finds a board by its title.
Boards: Find Card — Finds a card by its title.
Boards: Find Checklist — Finds a checklist in a card.
Boards: Find Checklist Item — Finds an item in a checklist.
Boards: Find Label — Finds a label in a board.

Show 12 more searches

Boards: Find Member — Finds a member by name or email.
Chats: Find Channel — Finds a channel by its name.
Chats: Find Message — Finds a message by searching its text content.
Chats: Find User by Email — Finds a user by their email address.
Chats: Find User by Name — Finds a user by their name.
Chats: Get Channel Members — Gets all members of a specific channel.
Find All Commissions Matching Search — Finds all commission rows in All Time Database matching search criteria.
Find a Commission — Finds a commission row in All Time Database
Get Rule — Get a specific rule by ID.
Get Rule Folder — Get a specific rule folder by ID.
List Rule Folders — List all rule folders, including nested subfolders.
List Rules — List all rules, optionally filtered by folder.