Digiclose and Salesflare

How to connect Digiclose

What you can automate

  • When new Changed Contacts in Digiclose, create a contact in Salesflare.
  • When new Completed Task in Digiclose, create a task in Salesflare.
  • When new Contact Deal Phase Changed in Digiclose, create a contact in Salesflare.
  • When new Created Task in Digiclose, create a task in Salesflare.
  • When new Tag Added To Contact in Digiclose, create a contact in Salesflare.
  • When new Tasks in Salesflare, create a Task in Digiclose.

Digiclose operations on Make

Triggers (8)

Start a workflow when this happens

  • Watch Accepted Offer — Triggers when a contact accepts an offer.
  • Watch Changed Contacts — Triggers when a contact field has been changed.
  • Watch Completed Task — Triggers when as task has been completed.
  • Watch Contact Deal Phase Changed — Triggers when a contact's deal phase has been changed.
  • Watch Created Task — Triggers when a task has been created.
Show 3 more triggers
  • Watch Offer Seen — Triggers when a contact opens an offer.
  • Watch Tag Added To Contact — Triggers when a tag has been added to a contact.
  • Watch Tag Removed From Contact — Triggers when a tag has been removed from a contact.

Actions (9)

Things Salesflare can make it do

  • Add Tags to a Contact — Adds tags to a contact.
  • Create a Contact or Update a Contact — Creates a new contact, or updates an existing one if a match is found using the email address or phone number.
  • Create a Product — Creates a product.
  • Create a Task — Creates a task for a user.
  • Create a Transaction — Creates a Transaction.
Show 4 more actions
  • Get a Product Information — Returns information about a specific product.
  • Get a User Information — Returns information about a specific user.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Remove Tags from a Contact — Removes tags from a contact.

Searches (8)

Look up existing records

  • List Contact Fields — Lists contact fields for your company.
  • List Contacts — Lists contacts for your company.
  • List Pipelines — Lists pipelines for your company.
  • List Products — Lists products for your company.
  • List Tags — Lists tags for your company.
Show 3 more searches
  • List Task Categories — Lists task categories.
  • List Teams — Lists teams for your company.
  • List Users — Returns a list of users for your company.

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