Flozy and Salesflare
How to connect Flozy
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When a Funnel Form Submitted in Flozy, find or create contact in Salesflare.
- When new Appointment Booking in Flozy, create meeting, then create call in Salesflare.
- When new Task in Salesflare, create Card in Boards in Flozy.
About Flozy
Flozy is an all-in-one platform for agencies to streamline client onboarding and team management with more AI automation.
Flozy operations on Zapier
Triggers (7)
Start a workflow when this happens
- A Funnel Form Submitted — Triggers when a Funnel Form is Submitted.
- Client Onboarding — Trigger when user a onboarding is completed.
- Contract Signed — Triggers when a contract is signed.
- Invoice Status Change — Triggers when the status of an invoice is changed.
- Item Moved in Boards — Triggers when an Item(card) moved to a new column in Boards
Show 2 more triggers
- New Appointment Booking — Triggers when a user booked the event
- New Message Received — Triggers when a new message is received on a chat.
Actions (6)
Things Salesflare can make it do
- Assign Task — Assign a users to a Task
- Create Card in Boards — Creates a card in a board
- Create Task — Creates a Task in the Workspace
- Edit Board Card — Edits a board's card details
- Move Board Item — Moves a Board Card to an another column
Show 1 more actions
- Send Message — Sends a Message in chat
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free