Salesflare Salesflare Integrations

Content Snare and Salesflare

Forms contentsnare.com ↗

How to connect Content Snare

What you can automate

  • When client Created in Content Snare, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client Updated in Content Snare, find or create account, then find or create contact, then add contact to account in Salesflare.

About Content Snare

Content Snare is a secure, branded portal for client onboarding and document collection. Clients respond with files and info, no logins required.

Content Snare operations on Zapier

Triggers (9)

Start a workflow when this happens

  • All Fields Completed — Triggers when all fields are completed.
  • Client Created — Triggers when the client is created.
  • Client Updated — Triggers when the client is updated.
  • Field Approved — Triggers when the field is approved.
  • Field Completed — Triggers when the field is completed.
Show 4 more triggers
  • Field Rejected — Triggers when the field is rejected.
  • Request Completed — Triggers when the request is completed.
  • Request Created — Triggers when the request is created.
  • Request Published — Triggers when the request is published.

Actions (3)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Create Client — Creates a new client.
  • Create Request — Creates a new request.

Content Snare operations on Make

Triggers (18)

Start a workflow when this happens

  • Watch Added Comments — Triggers when a comment is added.
  • Watch All Fields Completed — Triggers when all the fields are completed.
  • Watch Approved Fields — Triggers when a field is approved.
  • Watch Archived Requests — Triggers when a request is archived.
  • Watch Completed Fields — Triggers when a field is completed.
Show 13 more triggers
  • Watch Completed Requests — Triggers when a request is completed.
  • Watch Deleted Clients — Triggers when a client is deleted.
  • Watch Deleted Requests — Triggers when a request is deleted.
  • Watch Deleted Team Members — Triggers when a team member is deleted.
  • Watch New Clients — Triggers when a new client is created.
  • Watch New Requests — Triggers when a new request is created.
  • Watch New Team Members — Triggers when a new team member is created.
  • Watch Published Requests — Triggers when a request is published.
  • Watch Rejected Fields — Triggers when a field is rejected.
  • Watch Updated Clients — Triggers when a client is updated.
  • Watch Updated Kanban Column — Triggers when a kanban column is updated.
  • Watch Updated Requests — Triggers when a request is updated.
  • Watch Updated Team Members — Triggers when a team member is updated.

Actions (19)

Things Salesflare can make it do

  • Approve All Submitted Fields — Approves all submitted for review fields in a request.
  • Create a Client — Creates a new client.
  • Create a Page — Creates a new page.
  • Create a Request — Creates a new request.
  • Create a Section — Creates a new section.
Show 14 more actions
  • Create a Team Member — Creates a new team member.
  • Delete a Client — Deletes a client.
  • Delete a Request — Deletes a request.
  • Delete a Team Member — Deletes a team member.
  • Get a Client — Returns a client with a specific ID.
  • Get a Request — Returns a request with a specific ID.
  • Get a Team Member — Returns a team member with a specific ID.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Review a Field — Approves or rejects a field.
  • Review an Answer — Rejects or approves an answer (For multi answer fields).
  • Submit All Fields For Review — Submits all fields in request for review.
  • Update a Client — Updates a client.
  • Update a Request — Updates a request.
  • Update a Team Member — Updates a team member.

Searches (7)

Look up existing records

  • List Clients — Returns a list of clients.
  • List Communication Templates — Returns a list of communication templates.
  • List Page Templates — Returns a list of page templates.
  • List Request Templates — Returns a list of request templates.
  • List Requests — Returns a list of requests.
Show 2 more searches
  • List Section Templates — Returns a list of section templates.
  • List Team Members — Returns a list of team members.

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