Dunaroo and Salesflare

How to connect Dunaroo

What you can automate

  • When new Client Created in Dunaroo, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Contact Created in Dunaroo, find or create contact in Salesflare.
  • When task Completed in Dunaroo, create task in Salesflare.
  • When updated Client in Dunaroo, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When updated Contact in Dunaroo, find or create contact in Salesflare.

About Dunaroo

Dunaroo is a project management tool that automates your client communication so you can focus on what you do best.

Dunaroo operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Created New Project — Triggers when a new project is created.
  • Created New Project Template — Triggers when a new project template is created.
  • New Client Created — Triggers when a new client is added.
  • New Contact Created — Triggers when you create a new contact for a client organization.
  • Task Completed — Triggers when a task is completed.
Show 4 more triggers
  • Updated Client — Triggers when an existing client is updated.
  • Updated Contact — Triggers when a contact is updated.
  • Updated Project — Triggers when a project is changed.
  • Updated Project Template — Triggers when a project template is updated.

Actions (5)

Things Salesflare can make it do

  • Create New Client — Creates a client in Dunaroo
  • Create New Contact — Creates a contact in Dunaroo
  • Create New Project — Creates a project in Dunaroo
  • Find or Create Client — Finds an existing client in Dunaroo
  • Find or Create Contact — Finds an existing contact in Dunaroo

Searches (3)

Look up existing records

  • Find Existing Client — Finds an existing client in Dunaroo
  • Find Existing Contact — Finds an existing contact in Dunaroo
  • Find Existing Project Template — Finds an existing project template in Dunaroo

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