Deskera and Salesflare
How to connect Deskera
- Via Zapier — 18 operations available. Set it up ↗
- Via Make — 15 modules available. Set it up ↗
What you can automate
- When new CRM+ Contact in Deskera, find or create contact in Salesflare.
- When new CRM+ Deal in Deskera, create opportunity in Salesflare.
- When new Contact in Deskera, find or create contact in Salesflare.
- When new CRM Contact in Deskera, find or create contact in Salesflare.
- When new CRM Deal in Deskera, create opportunity in Salesflare.
- When new Account in Salesflare, create a New Account in Deskera.
About Deskera
Deskera is all you need to manage your organization's business and financial requirements.
Deskera operations on Zapier
Triggers (6)
Start a workflow when this happens
- New CRM Contact — Triggers when a New Contact is Created in CRM.
- New CRM Deal — Triggers when a New Deal is Created in CRM.
- New CRM+ Contact — Triggers when a New Contact is Created in CRM+.
- New CRM+ Deal — Triggers when a New Deal is Created in CRM+.
- New Contact — Triggers when a New Contact is Created.
Show 1 more triggers
- New Product — Triggers when a New Product is Created.
Actions (12)
Things Salesflare can make it do
- Create New Product — Creates a new Product on a specified action
- Create a New Account — Creates a new Account on a specified action
- Create a New Bill — Creates a new Bill on a specified action
- Create a New Contact — Creates a new Contact on a specified action
- Create a New Contact in CRM — Creates a new Contact in CRM on a specified action
Show 7 more actions
- Create a New Contact in CRM+ — Creates a new Contact in CRM+ on a specified action
- Create a New Deal in CRM — Creates a new Deal in CRM on a specified action
- Create a New Order — Creates a new Order on a specified action
- Create a New Quotation — Creates a new Quotation on a specified action
- Create a New Sales Invoice — Creates a new Sales Invoice on a specified action
- Create a New Sales Invoice - Shopify Integration — Creates a new Sales Invoice on a specified action
- Update an Existing Deal in CRM — Updates an Existing Deal in CRM on a specified action
Deskera operations on Make
Triggers (2)
Start a workflow when this happens
- New CRM Contact Event — Triggers when a new contact is added to CRM.
- New CRM Deal Event — Triggers when a new deal is added to CRM.
Actions (13)
Things Salesflare can make it do
- Create A Deal — Creates a deal in CRM.
- Create a Bill — Creates a new bill on Deskera.
- Create a CRM Contact — Creates a contact in CRM.
- Create a CRM+ Contact — Create a contact in CRM+
- Create a Contact — Creates a new contact on Deskera.
Show 8 more actions
- Create a Contractor — Creates a contractor to People on Deskera.
- Create a Product — Creates a new product on Deskera.
- Create a Purchase — Creates a new purchase on Deskera.
- Create a Quotation — Creates a new quotation on Deskera.
- Create a Sales Invoice — Creates a new sales invoice on Deskera.
- Create an Account — Create a new account on Deskera.
- Create an Employee — Creates an employee to People on Deskera.
- Make an API Call — Performs an arbitrary authorized API call.
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