Indy and Salesflare
How to connect Indy
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When client Created in Indy, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Form Response in Indy, find or create contact in Salesflare.
- When invoice Paid in Indy, create opportunity, then find or create contact in Salesflare.
- When task Created in Indy, create task in Salesflare.
About Indy
Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.
Indy operations on Zapier
Triggers (15)
Start a workflow when this happens
- Client Created — Triggers when a new client is created.
- Contract Signed — Triggers when a contract is signed.
- Contract Viewed — Triggers when a contract is viewed.
- Deliverable Created — Triggers when a deliverable is created.
- Deliverable Marked Done — Triggers when a deliverable is marked done.
Show 10 more triggers
- Deposit Paid — Triggers when an invoice deposit is paid.
- Invoice Paid — Triggers when an invoice is paid.
- Invoice Viewed — Triggers when an invoice is viewed.
- New Form Response — Triggers when a new form response arrives.
- Project Created — Triggers when a project has been created.
- Project Marked Done — Triggers when a project is marked done.
- Proposal Approved — Triggers when a proposal is approved.
- Proposal Viewed — Triggers when a proposal is viewed.
- Task Created — Triggers when a task is created.
- Task Marked Done — Triggers when a task is marked done.
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