Deputy and Salesflare
How to connect Deputy
- Via Zapier — 28 operations available. Set it up ↗
- Via Make — 53 modules available. Set it up ↗
What you can automate
- When new Task in Salesflare, create Task in Deputy.
About Deputy
Deputy is an all-in-one employee scheduling, timesheets, tasking and communication platform. Used by thousands of businesses around the world it will improve profitability, staff culture and operational accountability.
Deputy operations on Zapier
Triggers (15)
Start a workflow when this happens
- Break Started or Finished — Triggers when a employee starts or ends their break.
- Forgot to End Shift (Timesheet Incomplete) — Triggers when a timesheet needs to be completed, because an employee has forgotten to end their shift.
- Get New Timesheets — Lists all the new timesheets
- New Area/Department — Triggers when there is a new area or department created.
- New Colleague — Triggers when a new individual is added to your workplace, you can see them here. This is subject to you have workplace visibility.
Show 10 more triggers
- New Employee — Triggers when there is a new employee created.
- New Late Employee — Triggers when someone is late to start their shift.
- New Leave — Triggers when a new Leave request is submitted
- New Location — Triggers when there is a new location or company.
- New My Schedule — Triggers when there is a new schedule for me.
- New My Timesheet — Triggers when there is a new timesheet that has been saved for me.
- New Notification — Triggers when there is a new notification for you.
- New Post — Triggers when a new newsfeed post arrives.
- New Role — Triggers when New Role/Persmission set.
- New Schedule — Triggers when there is a new schedule
Actions (11)
Things Salesflare can make it do
- Create Announcement — Creates a new announcement
- Create Area/Department — Creates an area or department.
- Create Employee — Creates a new staff member.
- Create Location — Creates a new location.
- Create My Unavailability — Adds your unavailability to the calendar.
Show 6 more actions
- Create Sales Data — Creates a new sales data. Ideally this is an invoice or a transaction at it's most granular level. We overlay this data for schedule charting and other reporting.
- Create Shift — Creates a new shift.
- Create Task — Creates a new task for the specificed employee
- End Shift — Ends a shift that is in progress.
- Start Shift — Starts a shift for your staff.
- Update Shift — Updates an existing Deputy shift.
Searches (2)
Look up existing records
- Find Employee — Finds an employee by first and last name, with an optional email match
- Find Shift — Finds shifts by employee, open status, earliest start, and latest end.
Deputy operations on Make
Triggers (12)
Start a workflow when this happens
- Watch Employees Deletion — Triggers when an employee has been deleted.
- Watch Employees Updates — Triggers when an employee has been updated.
- Watch New Area/Departments — Triggers when a new area or department has been created.
- Watch New Comments — Triggers when a comment has been added.
- Watch New Employees — Triggers when a new employee has been created.
Show 7 more triggers
- Watch New Leave Requests — Triggers when a new leave request has been submitted.
- Watch New Schedules — Triggers when a new schedule has been added.
- Watch New Timesheets — Triggers when a new timesheet has been saved.
- Watch News Feed Deletion — Triggers when an announcement has been deleted.
- Watch Schedules Deletion — Triggers when a schedule has been deleted.
- Watch Schedules Updates — Triggers when a schedule has been updated.
- Watch Timesheets Updates — Triggers when a timesheet has been updated.
Actions (29)
Things Salesflare can make it do
- Activate a Terminated Employee — Activates a terminated employee.
- Approve a Timesheet — Approves a timesheet.
- Create / Update a Journal — Creates or updates a journal.
- Create a Location — Creates a new location (workplace / company).
- Create a News Feed — Creates a news feed announcement.
Show 24 more actions
- Create a Schedule — Creates a new schedule / roster.
- Create a Task — Creates a new task.
- Create an Area / Department — Creates an area / department.
- Create an Employee — Creates a new staff member.
- Delete a Discarded Employee — Deletes a discarded / terminated employee's account in Deputy.
- Delete a Location — Deletes a location in Deputy after migrating associated employees to another location.
- Delete a Schedule — Discards a schedule.
- End a Timesheet — Ends a shift that is in progress.
- Get My Contact and Address — Provides a user's contact and address.
- Get My Details — Provides a user's details.
- Get a Location Details — Provides details about the specified location.
- Get a Location Settings — Provides settings of a specific location.
- Get a Schedule — Provides details of a schedule.
- Get an Employee — Provides details about the specified employee.
- Invite an Employee — Invites an employee.
- Make an API Call — Performs an arbitary authorized API call.
- Pause / Unpause a Timesheet — Pauses / unpauses a user's timesheet.
- Publish a Schedule — Publishes a schedule.
- Start a Timesheet — Starts a shift for your staff.
- Terminate an Employee — Terminates an active employee.
- Update a Location Settings — Updates a location settings.
- Update a Schedule — Updates a Schedule.
- Update an Employee — Updates an employee details.
- Update or Create a Timesheet — Updates a given timesheet or creates a new one.
Searches (12)
Look up existing records
- List Employees — Lists all employees.
- List Location's News Feeds — Lists news feeds for a specific location.
- List My Colleagues — Lists a user's colleagues.
- List My Completed Tasks — Lists a user's completed tasks.
- List My Leave Requests — Lists a user's leave requests.
Show 7 more searches
- List My Locations — Lists a user's locations.
- List My News Feeds — Lists a user's news feeds.
- List My Notifications — Lists a user's notifications.
- List My Schedule Shifts — Lists a user's schedule shifts.
- List My Timesheets — Lists a user's timesheets.
- List My Unavailability Records — Lists a user's unavailability records.
- List Schedules — Lists all schedules (-12 hours to 36 hours from current date).
Similar apps
Elegant and simple scheduling tool for businesses.
Powerful scheduling for modern business.
Meetings made easy.
Scheduling and video meeting platform for sales.
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of…
Easy online appointment scheduling software.
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