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
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