Dunaroo and Salesflare
How to connect Dunaroo
- Via Zapier — 17 operations available. Set it up ↗
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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