FLOWii and Salesflare
How to connect FLOWii
- Via Zapier — 224 operations available. Set it up ↗
- Via Make — 118 modules available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Business Case in FLOWii.
- When new Task in Salesflare, create Task in FLOWii.
About FLOWii
FLOWii is an application on the cloud which you can use to manage your business more effectively.
FLOWii operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Partner — Triggers when a new partner is added.
- New Partner — Triggers when a new partner is added.
Actions (62)
Things Salesflare can make it do
- Create Attendance Event — Creates an attendance event.
- Create Attendance Event — Creates an attendance event.
- Create Business Case — Creates a business case.
- Create Business Case — Creates a business case.
- Create Cashflow — Creates cashflow statement.
Show 57 more actions
- Create Cashflow — Creates cashflow statement.
- Create Cashflow Transaction — Creates a transaction.
- Create Cashflow Transaction — Creates a transaction.
- Create Communication — Creates communication.
- Create Communication — Creates communication.
- Create Order — Creates order.
- Create Order — Creates order.
- Create Partner — Creates partner.
- Create Partner — Creates partner.
- Create Planned Attendance — Creates a planned absence.
- Create Planned Attendance — Creates a planned absence.
- Create Task — Creates a task.
- Create Task — Creates a task.
- Create Task Activity Interval — Creates an interval in a task activity.
- Create Task Activity Interval — Creates an interval in a task activity.
- Create Task Message — Creates a message.
- Create Task Message — Creates a message.
- Delete Business Case — Deletes a business case by its ID.
- Delete Business Case — Deletes a business case by its ID.
- Delete Cashflow — Deletes a cashflow statement by its ID.
- Delete Cashflow — Deletes a cashflow statement by its ID.
- Delete Communication — Deletes a communication by its ID.
- Delete Communication — Deletes a communication by its ID.
- Delete File — Deletes a file by its ID.
- Delete File — Deletes a file by its ID.
- Delete Order — Deletes an order by its ID.
- Delete Order — Deletes an order by its ID.
- Delete Partner — Deletes a partner by its ID.
- Delete Partner — Deletes a partner by its ID.
- Delete Task — Deletes a task by its ID.
- Delete Task — Deletes a task by its ID.
- Delete Task Activity Interval — Deletes a task activity interval by its ID.
- Delete Task Activity Interval — Deletes a task activity interval by its ID.
- Update Cashflow — Updates cashflow statement.
- Update Cashflow — Updates cashflow statement.
- Update Communication — Updates communication.
- Update Communication — Updates communication.
- Update Notification — Updates the notification by its ID.
- Update Notification — Updates the notification by its ID.
- Update Partner — Updates partner.
- Update Partner — Updates partner.
- Update Task — Updates a task.
- Update Task — Updates a task.
- Update Task Activity — Updates the task activity by id.
- Update Task Activity — Updates the task activity by id.
- Update Task Activity Interval — Updates the task activity's interval by id.
- Update Task Activity Interval — Updates the task activity's interval by id.
- Upload Business Case Attachment — Uploads an attachment to a business case specified by its ID.
- Upload Business Case Attachment — Uploads an attachment to a business case specified by its ID.
- Upload Communication Attachment — Uploads an attachment to a communication specified by its ID.
- Upload Communication Attachment — Uploads an attachment to a communication specified by its ID.
- Upload Order Attachment — Uploads an attachment to an order specified by its ID.
- Upload Order Attachment — Uploads an attachment to an order specified by its ID.
- Upload Partner Attachment — Uploads an attachment to a partner specified by its ID.
- Upload Partner Attachment — Uploads an attachment to a partner specified by its ID.
- Upload Task Attachment — Uploads an attachment to a task specified by its ID.
- Upload Task Attachment — Uploads an attachment to a task specified by its ID.
Searches (160)
Look up existing records
- Find Activity Type — Find type of activities.
- Find Activity Type — Find type of activities.
- Find Business Case Attachment — Find business case attachments by business case ID.
- Find Business Case Attachment — Find business case attachments by business case ID.
- Find Business Case Emails — Find emails related to a business case.
Show 155 more searches
- Find Business Case Emails — Find emails related to a business case.
- Find Business Case Events — Fidn events related to a business case.
- Find Business Case Events — Fidn events related to a business case.
- Find Business Case Failures — Find business case failures.
- Find Business Case Failures — Find business case failures.
- Find Business Case Source — Find business case sources.
- Find Business Case Source — Find business case sources.
- Find Business Case State — Find business cases states.
- Find Business Case State — Find business cases states.
- Find Business Case Tasks — Find tasks related to business cases.
- Find Business Case Tasks — Find tasks related to business cases.
- Find Bussiness Case — Find specific business cases, filtered by separate fields.
- Find Bussiness Case — Find specific business cases, filtered by separate fields.
- Find Cashflow — Find cashflow, filtered by separate fields.
- Find Cashflow — Find cashflow, filtered by separate fields.
- Find Communication — Find communications, filtered by separate fields.
- Find Communication — Find communications, filtered by separate fields.
- Find Communication Attachment — Find all communication attachments.
- Find Communication Attachment — Find all communication attachments.
- Find Communication Category — Find communication catogries tied to the company.
- Find Communication Category — Find communication catogries tied to the company.
- Find Communication Type — Find a of all communication types tied to the company.
- Find Communication Type — Find a of all communication types tied to the company.
- Find Company — Search for a company by it's name
- Find Company — Search for a company by it's name
- Find Company Data — Find company data.
- Find Company Data — Find company data.
- Find Country — Find country.
- Find Country — Find country.
- Find Delivery Type — Find delivery type.
- Find Delivery Type — Find delivery type.
- Find Document Category — Find document category.
- Find Document Category — Find document category.
- Find Document Numbering Sequence — Find document numbering sequence.
- Find Document Numbering Sequence — Find document numbering sequence.
- Find Document Subcategory — Find document subcategory.
- Find Document Subcategory — Find document subcategory.
- Find Goods — Find goods, filtered by separate fields.
- Find Goods — Find goods, filtered by separate fields.
- Find Goods Category — Find goods category.
- Find Goods Category — Find goods category.
- Find Goods Subcategory — Find goods subcategory.
- Find Goods Subcategory — Find goods subcategory.
- Find Notifications — Find notifications.
- Find Notifications — Find notifications.
- Find Order — Find order, filtered by separate fields.
- Find Order — Find order, filtered by separate fields.
- Find Order Attachment — Find order attachment.
- Find Order Attachment — Find order attachment.
- Find Order Documents — Find order documents.
- Find Order Documents — Find order documents.
- Find Order Events — Find order events.
- Find Order Events — Find order events.
- Find Order State — Find order state.
- Find Order State — Find order state.
- Find Order Subtype — Find order subtype.
- Find Order Subtype — Find order subtype.
- Find Order Tasks — Find order tasks.
- Find Order Tasks — Find order tasks.
- Find Order Type — Find order type.
- Find Order Type — Find order type.
- Find Partner — Find partner, filtered by separate fields.
- Find Partner — Find partner, filtered by separate fields.
- Find Partner Attachment — Find partner attachment.
- Find Partner Attachment — Find partner attachment.
- Find Partner Business Cases — Find partner business cases.
- Find Partner Business Cases — Find partner business cases.
- Find Partner Contacts — Find partner contacts.
- Find Partner Contacts — Find partner contacts.
- Find Partner Documents — Find partner documents.
- Find Partner Documents — Find partner documents.
- Find Partner Emails — Find partner emails.
- Find Partner Emails — Find partner emails.
- Find Partner Events — Find partner events.
- Find Partner Events — Find partner events.
- Find Partner Orders — Find partner orders.
- Find Partner Orders — Find partner orders.
- Find Partner Subtype — Find partner subtype.
- Find Partner Subtype — Find partner subtype.
- Find Partner Tag — Find partner tag.
- Find Partner Tag — Find partner tag.
- Find Partner Tasks — Find partner tasks.
- Find Partner Tasks — Find partner tasks.
- Find Partner Type — Find partner type.
- Find Partner Type — Find partner type.
- Find Task — Find task, filtered by separate fields.
- Find Task — Find task, filtered by separate fields.
- Find Task Activity — Find activity tasks.
- Find Task Activity — Find activity tasks.
- Find Task Activity Activity Interval — Find task activity activity interval.
- Find Task Activity Activity Interval — Find task activity activity interval.
- Find Task Attachment — Find task attachment.
- Find Task Attachment — Find task attachment.
- Find Task Category — Find task category.
- Find Task Category — Find task category.
- Find Task Subcategory — Find task subcategory.
- Find Task Subcategory — Find task subcategory.
- Find Unit of Measure — Find unit of measure.
- Find Unit of Measure — Find unit of measure.
- Find User — Find user.
- Find User — Find user.
- Get Activity Type by ID — Get the type of an activity specified by the activity ID and the name of the company.
- Get Activity Type by ID — Get the type of an activity specified by the activity ID and the name of the company.
- Get Attendance Summary — Get your attendance summary (total paid, balance, available vacation..).
- Get Attendance Summary — Get your attendance summary (total paid, balance, available vacation..).
- Get Business Case Failure by ID — Get business case failure information by its ID.
- Get Business Case Failure by ID — Get business case failure information by its ID.
- Get Business Case Source by ID — Gets a business case source by ID.
- Get Business Case Source by ID — Gets a business case source by ID.
- Get Business Case State by ID — Get business case state by its ID.
- Get Business Case State by ID — Get business case state by its ID.
- Get Business Case by ID — Get business case information by its ID.
- Get Business Case by ID — Get business case information by its ID.
- Get Cashflow by ID — Read cashflow by its ID.
- Get Cashflow by ID — Read cashflow by its ID.
- Get Communication Category by ID — Get communication category by its ID.
- Get Communication Category by ID — Get communication category by its ID.
- Get Communication Type by ID — Get communication type by its ID.
- Get Communication Type by ID — Get communication type by its ID.
- Get Communication by ID — Get communication by its ID.
- Get Communication by ID — Get communication by its ID.
- Get Company Data by ID — Get company data by its ID.
- Get Company Data by ID — Get company data by its ID.
- Get Delivery Type by ID — Get delivery type by its ID.
- Get Delivery Type by ID — Get delivery type by its ID.
- Get Document Category by ID — Get document category by its ID.
- Get Document Category by ID — Get document category by its ID.
- Get File by ID — Get file by its ID.
- Get File by ID — Get file by its ID.
- Get Good Category by ID — Get good category by its ID.
- Get Good Category by ID — Get good category by its ID.
- Get Good by ID — Get good by its ID.
- Get Good by ID — Get good by its ID.
- Get Home Page Summary — Get home page summary (task count, partners count...).
- Get Home Page Summary — Get home page summary (task count, partners count...).
- Get Notification Summary — Get notifications (unread count).
- Get Notification Summary — Get notifications (unread count).
- Get Order State by ID — Get order state by its ID.
- Get Order State by ID — Get order state by its ID.
- Get Order Type by ID — Get order type by its ID.
- Get Order Type by ID — Get order type by its ID.
- Get Order by ID — Get order by its ID.
- Get Order by ID — Get order by its ID.
- Get Partner Type by ID — Get partner type by its ID.
- Get Partner Type by ID — Get partner type by its ID.
- Get Partner by ID — Get partner by its ID.
- Get Partner by ID — Get partner by its ID.
- Get Task Category by ID — Get task category by its ID.
- Get Task Category by ID — Get task category by its ID.
- Get Task by ID — Get task by its ID.
- Get Task by ID — Get task by its ID.
- Get Unit of Measure by ID — Get unit of measure by its ID.
- Get Unit of Measure by ID — Get unit of measure by its ID.
- Get User (Self) — Returns information about the user.
- Get User (Self) — Returns information about the user.
FLOWii operations on Make
Actions (60)
Things Salesflare can make it do
- Create attendance event — Creates an attendance event.
- Create business case — Creates a business case.
- Create cash flow — Creates a cash flow.
- Create communication — Creates a communication/event.
- Create order — Creates an order.
Show 55 more actions
- Create partner — Creates a partner.
- Create planned absence — Creates a planned absence.
- Create task — Creates a task.
- Create task activity interval — Creates a task activity interval.
- Create task message — Creates a task message.
- Delete business case — Deletes a specified business case.
- Delete cash flow — Deletes a specified cash flow.
- Delete communication — Deletes a specified communication/event.
- Delete order — Deletes a specified order.
- Delete partner — Deletes a specified partner.
- Delete task — Deletes a specified task.
- Delete task activity interval — Deletes a specified task activity interval.
- Get attendance summary — Returns an attendance summary.
- Get file with content — Returns file contents of a specified file in a base64 format.
- Get home summary — Returns a summary of your home page.
- Get my company user — Retrieves user data of the user that has the current connection.
- Get notifications summary — Returns a summary of notifications of the user that has the current connection.
- Make an API Call — Performs an arbitrary authorized API call.
- Post cash flow transaction — Cash flow transactions are meant to be used in situations where you are dealing with a cash flows that you want to map to an invoice given a variable symbol and other attributes.
- Read activity type — Returns details of a specified activity type.
- Read bank account — Returns details of a specified bank account.
- Read business case — Returns details of a specified business case.
- Read business case failure — Returns details of a specified business case failure.
- Read business case source — Returns details of a specified business case source.
- Read business case state — Returns details of a specified business case state.
- Read cash flow — Returns details of a specified cash flow.
- Read communication — Returns details of a specified communication/event.
- Read communication category — Returns details of a specified communication category.
- Read communication type — Returns details of a specified communication type.
- Read company data — Returns details of a specified company.
- Read delivery type — Returns details of a specified delivery type.
- Read document category — Returns details of a specified document category.
- Read good — Returns details of a specified item/service.
- Read good category — Returns details of a specified good category.
- Read order — Returns details of a specified order.
- Read order state — Returns details of a specified order state.
- Read order type — Returns details of a specified order type.
- Read partner — Returns details of a specified partner.
- Read partner type — Returns details of a specified partner type.
- Read payment method — Returns details of a specified payment method.
- Read task — Returns details of a specified task.
- Read task category — Returns details of a specified task category.
- Read unit of measure — Returns details of a specified unit of measure.\n
- Read user — Returns details of a specified user.
- Update cash flow — Updates a specified cash flow.
- Update communication — Updates a specified communication/event.
- Update notification — Updates a specified notification.
- Update partner — Updates a specified partner.
- Update task activity — Updates a specified task activity.
- Update task activity interval — Updates a specified task activity interval.
- Upload business case attachment — Uploads an attachment to a specified business case.
- Upload communication attachment — Uploads an attachment to a specified communication/event.
- Upload order attachment — Uploads an attachment to a specified order.
- Upload partner attachment — Uploads an attachment to a specified partner.
- Upload task attachment — Uploads an attachment to a specified task.
Searches (58)
Look up existing records
- Get activity type list — Returns a list of activity types.
- Get bank account list — Returns a list of the company's bank accounts.
- Get business case attachments — Returns a list of attachments of a specified business case.
- Get business case emails — Returns a list of emails of a specified business case.
- Get business case events — Returns a list of events of a specified business case.
Show 53 more searches
- Get business case failure list — Returns a list of business case failure reasons.
- Get business case list — Returns a list of business cases.
- Get business case source list — Returns a list of business case sources.
- Get business case state list — Returns a list of business case states.
- Get business case tasks — Returns a task list of a specified business case.
- Get cash flow list — Returns a list of cash flows.
- Get communication attachments — Returns a list of communication attachments.
- Get communication category list — Returns a list of communication categories.
- Get communication list — Returns a list of communications.
- Get communication type list — Returns a list of communication types.
- Get company access list — Returns a list of companies the connected user can access.
- Get company data list — Returns a list of company data.
- Get country list — Returns a list of countries.
- Get delivery type list — Returns a list of delivery types.
- Get document category list — Returns a list of document categories.
- Get document numbering sequence list — Returns a list of numbering sequences for documents.
- Get document subcategory list — Returns a list of document subcategories.
- Get good category list — Returns a list of categories of goods.
- Get good list — Returns a list of goods.
- Get good subcategory list — Returns a list of good subcategories.
- Get my notifications — Returns a list of notifications of the user that has the current connection.
- Get order attachments — Returns a list of order attachments.
- Get order documents — Returns a list of documents tied to a specified order.
- Get order emails — Returns a list of emails tied to an order.
- Get order events — Returns a list of events tied to a specified order.
- Get order list — Returns a list of orders.
- Get order state list — Returns a list of order states.
- Get order subtype list — Returns a list of order subtypes.
- Get order tasks — Return a list of tasks tied to a specified order.
- Get order type list — Returns a list of order types.
- Get partner attachments — Returns a list of attachments tied to a specified partner.
- Get partner business cases — Returns a list of business cases tied to a specified partner.
- Get partner contacts — Returns a list of contacts for a specified partner.
- Get partner documents — Returns a list of documents tied to a specified partner.
- Get partner emails — Returns a list of emails tied to a specified partner.
- Get partner events — Returns a list of events tied to a specified partner.
- Get partner list — Returns a list of partners.
- Get partner orders — Returns a list of orders tied to a specified partner.
- Get partner subtype list — Returns a list of partner subtypes.
- Get partner tag list — Returns a list of partner tags.
- Get partner tasks — Returns a list of tasks tied to a specified partner.
- Get partner type list — Returns a list of partner types.
- Get payment method list — Returns a list of payment methods.
- Get task activity activity interval list — Returns a list of activity intervals tied to a specified activity tied to specified task.
- Get task activity interval list — Returns a list of task activity intervals.
- Get task activity list — Returns a list of activities tied to a task.
- Get task attachments — Returns a list of attachments tied to a specified task.
- Get task category list — Returns a list of task categories.
- Get task list — Returns a list of tasks.
- Get task subcategory list — Returns a list of task subcategories.
- Get unit of measure list — Returns a list of units of measure.
- Get user list — Returns a list of users.
- Get user permissions — Returns a list of user permisssions of the user that has the current connection.
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