Fusion Elements and Salesflare
How to connect Fusion Elements
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When new Comment in Fusion Elements, create internal note in Salesflare.
- When ticket Created in Fusion Elements, create task in Salesflare.
About Fusion Elements
Fusion Elements is a practice management tool helping and Advisors streamline and automate their business.
Fusion Elements operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Comment — Triggers when an admin makes a public comment on a ticket.
- Ticket Created — Triggers when a new ticket is created.
Actions (1)
Things Salesflare can make it do
- Send In-App Notification — Sends an in-app notification to the specified user.
Searches (1)
Look up existing records
- Look Up Ticket Type — Looks up ticket type information from a Ticket Type ID
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