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.
Similar apps
Zapier Chrome extension Run workflows right from your browser. Include the URL & Title of the current page or add fields…
MyCase MyCase is legal case management software for unparalleled productivity.
Process Street Make recurring work fun, fast, and faultless
Akiflow Akiflow is an app that allows you to collect tasks from multiple sources and plan them.
Lark Lark is the next-generation collaboration suite that enables teams to do their best work togethe…
Aryeo The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free