What you can automate

When client Created in Cone, find or create account, then find or create contact, then add contact to account in Salesflare.

When client Request Completed in Cone, find or create account, then find or create contact, then add contact to account in Salesflare.

When client Request Created in Cone, find or create account, then find or create contact, then add contact to account in Salesflare.

When client Updated in Cone, find or create account, then find or create contact, then add contact to account in Salesflare.

When invoice Created in Cone, create opportunity, then find or create contact in Salesflare.

When invoice Paid in Cone, create opportunity, then find or create contact in Salesflare.

About Cone

Cone Unified Proposals and Practice Management Software

Cone operations on Zapier

Start a workflow when this happens

Client Converted to Customer — Triggers when a prospect is converted to customer.
Client Created — Triggers when a Client is created.
Client Request Completed — Triggers when a client request is completed
Client Request Created — Triggers when a client request is created
Client Request Sent — Triggers when a client request is sent

Show 20 more triggers

Client Updated — Triggers when a Client is updated.
Invoice Cancelled — Triggers when an invoice is cancelled.
Invoice Created — Triggers when invoice is created as draft.
Invoice Finalized — Triggers when invoice is finalized or created in final state.
Invoice Paid — Triggers when an invoice is paid.
Invoice Updated — Triggers when invoice is updated.
Invoice Written Off — Triggers when an invoice is written off.
Project Created — Triggers when a project is created manually
Project Created From Recurring Rule — Triggers when a project is created from recurring role
Project Edited — Triggers when a project is edited
Project Ended — Triggers when a project is ended
Project Overdue — Triggers when a project is overdue
Proposal Accepted — Triggers when a proposal is accepted (signed by all signatories).
Proposal Created — Triggers when proposal is saved for the first time.
Proposal Lost — Triggers when a proposal is marked as lost.
Proposal Published — Triggers when a proposal is published
Proposal Revoked — Triggers when a proposal is revoked.
Task Completed — Triggers when an internal task is completed
Task Created — Triggers when an internal task is created
Task Overdue — Triggers when an internal task is overdue

Things Salesflare can make it do

Show 1 more actions

Cone and Salesflare