Connecteam and Salesflare

Scheduling connecteam.com ↗

How to connect Connecteam

Via Zapier — 39 operations available. Set it up ↗
Via Make — Connect it on Make. Set it up ↗

What you can automate

When new Form Submission in Connecteam, find or create contact in Salesflare.
When task Completed in Connecteam, create task in Salesflare.
When new Task in Salesflare, create Task in Connecteam.

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Connecteam operations on Zapier

Triggers (11)

Start a workflow when this happens

Clock In — Triggers when a user clocks in (punches in) to start a shift.
Clock Out — Triggers when a user clocks out (punches out) to end a shift (this event captures also the clock in data).
Manager Field Updated — Triggers when a manager field is updated on a specified form submission. In case the event is triggered, all the existing manager fields of the form will be sent.
New Form Submission — Triggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).
New Shift in Scheduler — Triggers when a new shift is created under the specified scheduler (real time trigger). Please note that this trigger doesn't support group shifts.

Show 6 more triggers

New User — Triggers when a new user is added (real time trigger)
Task Completed — Triggers when a task is completed
Task Published — Triggers when a new task is published. Supports adding a single task at a time. When creating multiple tasks, some data might be missing.
Updated Shift in Scheduler — Triggers when an existing shift is updated under the specified scheduler (real time trigger). Please note that this trigger doesn't support group shifts.
User Archived — Triggers when a user is archived
User Updated — Triggers when a user field was edited (real-time trigger).

Actions (19)

Things Salesflare can make it do

Archive User — Archive a single user in the system. Please note that you can only archive users who have the 'user' user type.
Clock In — Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Clock Out — Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
Create Job — Creates a new job in the app.
Create Job With Sub-Jobs — Creates a job with nested sub-jobs (with line items support)

Show 14 more actions

Create Shift — Creates a new shift in a scheduler
Create Task — Create a new task under a specified board. Currently, only 'one-time' task is supported.
Create Time Off Request — Create a new time-off request for a user under a specified policy. The time-off request can be either in pending or approved status.
Create Timesheet Row — Creates a timesheet row for user
Create User — Creates a new user in Connecteam
Create User Note — Creates a note for a specified user.
Delete Shift — Deletes a single shift by Shift ID
Send Message in Channel/Team — Send a message to a specific team or channel within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account before proceeding.
Send Private Message (DM) — Send a private message (DM) to a specified user within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account. If a conversation between the custom publisher and the selected user already exists, it will send the message to the same conversation, if not, it will create a new conversation.
Update Form Submission — Update a form submission.
Update Shift — Update an existing shift.
Update User Custom Fields — Update user's custom fields
Update User Performance Data — Update or add performance data values for a specific user on a given date. If a value already exists for that date, it will be replaced with the new value. If no value exists, the new value will be added.
Update User Time Off Balance — Updates the time off balance of a user

Searches (9)

Look up existing records

Find Chat Conversation (Team/Channel) — Find a team or channel chat conversation by its name (title). If the name contains emojis, they will be ignored.
Find Form — Retrieves a form (if exists) by its name. The form includes details such as all associated questions and manager fields.
Find Form Submission — Finds a form submission
Find Form Submission by Id — Finds a form submission by its from submission id.
Find Sub-Job — Finds a sub-job by its name. Please note that in the case of two sub-jobs with the same title but under different parent jobs, it will retrieve only the first one matched.

Show 4 more searches

Find Task Label — Finds a task label by its name under a specified task board. In case of two labels with the same title, it will return the first one.
Find User — Finds a user in Connecteam by user id, full name, email address or phone number.
Find a Job — Finds a job by name or job ID.
Find a Shift — Finds a shift within a specified date range. If multiple shifts match the filters, only the most recently updated one will be returned.