Good Grants and Salesflare

How to connect Good Grants

When action Task Created in Good Grants, create task in Salesflare.
When action Task Submitted in Good Grants, create task in Salesflare.
When assignment Created in Good Grants, create task in Salesflare.
When payment Created in Good Grants, create opportunity, then find or create contact in Salesflare.
When payment Status Changed in Good Grants, create opportunity, then find or create contact in Salesflare.
When payment Updated in Good Grants, create opportunity, then find or create contact in Salesflare.

Good Grants is a tool for managing the entire grant life cycle from submission to review to the allocation of funds.

Start a workflow when this happens

Action Task Created — Triggers when an action flow task is created.
Action Task Submitted — Triggers when an action flow task is submitted.
Allocation Created — Triggers when a new allocation is created.
Application Created — Triggers when a new application is created.
Application Moderated — Triggers when the entry moderation status is changed.

Show 10 more triggers

Application Submitted — Triggers when a new application is submitted.
Application Tagged — Triggers when an application is tagged. This trigger works on a queue-based system and there could be a delay in receiving the response if there are lots of jobs in the queue.
Application Updated — Triggers when an application is updated.
Assignment Created — Triggers when a new assignment has been created.
Grant Status Changed — Triggers when the grant status for an application changes.
Payment Created — Triggers when a new payment is created.
Payment Status Changed — Triggers when the status of a payment for an allocation changes.
Payment Updated — Triggers when the payment for an allocation is updated.
User Registered — Triggers when a new user registers.
User Updated — Triggers when a user updates their profile.

Things Salesflare can make it do

Show 15 more actions

Create User — Create a new user
Get Allocation — Returns an allocation by its slug.
Get Application — Returns an application by its slug. The response consists of all application fields including files, attachments and contributors. Files include a download link.
Get Attachment — Returns an attachment for an entry. The response includes all attachment fields.
Get Fund — Returns a fund by its slug.
Get Payment — Returns a payment by its slug.
Get User by Email — This returns the user by their email address. The response includes all user fields including files.
List Fields — Returns a list of fields.
Search Applications by Tag — This returns a list of applications with a specific tag.
Tag Application — Add tags to an existing application.
Update Allocation — Updates an application's existing allocation.
Update Application — Update an existing application in Good Grants.
Update User — Update a user in Good Grants
Upload Application Attachment — Upload an attachment to an application.
Upload Application File — Upload a file to an application file field.