Finpace and Salesflare
How to connect Finpace
- Via Zapier — 2 operations available. Set it up ↗
What you can automate
- When form Completed in Finpace, find or create contact in Salesflare.
- When new Client in Finpace, find or create account, then find or create contact, then add contact to account in Salesflare.
About Finpace
Finpace is an automation and e-signature platform for financial advisors, helping manage customer relationships, onboarding, and compliance.
Finpace operations on Zapier
Triggers (2)
Start a workflow when this happens
- Form Completed — Triggers when a form is completed.
- New Client — Triggers when a new client is created.
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