CROSStrax and Salesflare
How to connect CROSStrax
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Client in CROSStrax, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in CROSStrax, find or create contact in Salesflare.
- When new Invoice in CROSStrax, create opportunity, then find or create contact in Salesflare.
- When new Case Note in CROSStrax, create internal note in Salesflare.
About CROSStrax
CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.
CROSStrax operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Case — Triggers when a new case generated.
- New Case Note — Triggers when new note added on case.
- New Client — Triggers when new client added.
- New Contact — Triggers when a contact is created.
- New Invoice — Triggers when a new invoice generated.
Actions (2)
Things Salesflare can make it do
- Create Case — creates a new case
- Create Client — Creates a Client
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