Fusion Elements and Salesflare

How to connect Fusion Elements

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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