Fee Navigator and Salesflare

How to connect Fee Navigator

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.

Fee Navigator provides instant AI-powered merchant statement analysis and proposals.

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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