Digiclose and Salesflare
How to connect Digiclose
- Via Make — 25 modules available. Set it up ↗
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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