Fee Navigator and Salesflare
How to connect Fee Navigator
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When new and Updated Analysis and Proposal in Fee Navigator, create opportunity in Salesflare.
- When new Proposal in Fee Navigator, create opportunity in Salesflare.
- When updated Proposal in Fee Navigator, create opportunity in Salesflare.
About Fee Navigator
Fee Navigator provides instant AI-powered merchant statement analysis and proposals.
Fee Navigator operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Proposal — Triggers when a new analysis/proposal is generated in Fee Navigator. It does NOT trigger on any subsequent updates made to the analysis/proposal.
- New and Updated Analysis and Proposal — Triggers when a new analysis/proposal OR any subsequent updates are made in Fee Navigator.
- Updated Proposal — Triggers when subsequent updates to an analysis/proposal are generated in Fee Navigator. It does NOT trigger on the initial analysis/proposal.
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