Delightree and Salesflare
How to connect Delightree
- Via Zapier — 21 operations available. Set it up ↗
About Delightree
Delightree is a workflow automation and franchise management platform that helps franchises digitizing tasks, training, and communication
Delightree operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Location — Triggers when a new location is created.
- New User — Triggers when a new user is created.
- User Archived — Triggers when a user is archived in Delightree.
- User Deleted — Triggers when a user is deleted in Delightree.
- User Updated — Triggers when a user is updated in Delightree.
Actions (3)
Things Salesflare can make it do
- Archive User — Archives a user in Delightree.
- Create New User — Creates a new user in Delightree with the provided details.
- Update User — Updates a user in Delightree.
Searches (13)
Look up existing records
- Find Active User Analytics — Finds analytics data for active users based on the selected timeframe and filters.
- Find Compliance Documents Approaching Expiry — Finds compliance documents that are approaching their expiration date based on the specified timeframe and filters.
- Find Compliance Validity Percentage — Finds the percentage of compliance documents that are currently valid based on the selected criteria.
- Find Expired Compliance Documents — Finds compliance documents that have already expired based on the selected criteria.
- Find Forms Submitted Count — Finds the total number of forms submitted within the selected timeframe and filters.
Show 8 more searches
- Find Site Visit Average Score — Finds the average score across completed site visits based on the selected criteria.
- Find Site Visit Completion Rate — Finds the percentage of site visits that have been completed based on the selected criteria.
- Find Site Visit Incomplete Rate — Finds the percentage of site visits that remain incomplete based on the selected criteria.
- Find Task Completion Rate — Finds the percentage of tasks that have been completed based on the selected timeframe and filters.
- Find Task Overdue Rate — Finds the percentage of tasks that are overdue based on the selected criteria.
- Find Task SLA Adherence — Finds the SLA adherence rate for assigned tasks based on the selected criteria.
- Find Training Path Completion Percentage — Finds the completion percentage for assigned training paths based on the selected criteria.
- Find Users — Finds existing users in Delightree.
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