Inly and Salesflare
How to connect Inly
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When client Created in Inly, find or create account, then find or create contact, then add contact to account in Salesflare.
- When payment Received in Inly, create opportunity, then find or create contact in Salesflare.
About Inly
Inly is a business management platform that helps teams manage leads, contacts, events, and workflows in one place.
Inly operations on Zapier
Triggers (5)
Start a workflow when this happens
- Client Created — Triggers when a new client/contact record created.
- Event Created — Triggers when a new event created under a client.
- Inquiry Created — Triggers when a new lead form submitted.
- Payment Received — Triggers when a payment marked as completed.
- Project Booked — Triggers when a flow is sent.
Actions (5)
Things Salesflare can make it do
- Create Client — Creates a new client record
- Create Lead — Creates a new lead in Inly. The contact is added to your CRM with a lead status.
- Create Project — Creates a project tied to a client.
- Update Client — Updates existing client details
- Update Project — Updates existing project details
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