IntelligenceBank and Salesflare

Marketing intelligencebank.com ↗

How to connect IntelligenceBank

Via Zapier — 62 operations available. Set it up ↗

What you can automate

When new Markup Comment in IntelligenceBank, create internal note in Salesflare.

About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.

IntelligenceBank operations on Zapier

Triggers (20)

Start a workflow when this happens

New Custom Page — Triggers when a new custom page is added to IntelligenceBank.
New Database Record — Triggers when a New Record is added to a Database.
New Folder — Triggers when a new Folder is added, either at the root level or within a specific folder.
New Markup Comment — Triggers when a Markup Comment is added.
New Permission Group — Triggers when a new permission Group is added.

Show 15 more triggers

New Record File Revision — Triggers when a new Record File is created. Can be restricted to only apply to the initial upload.
New Resource — Triggers when a new Resource is added to the platform or a specific folder.
New User — Triggers when a new user is added to IntelligenceBank.
New Workflow Request — Triggers when a new Workflow Request has been submitted.
New or Updated Custom Page — Triggers when a custom page is added or updated in IntelligenceBank.
New or Updated Database Record — Triggers when a Database Record is added or updated.
New or Updated Record File — Triggers when a new Record File is uploaded or updated, including with a new Revision.
New or Updated Resource — Triggers when a Resource has been added or updated within IntelligenceBank - can be restricted to a specific folder area.
New or Updated User — Triggers when a user is added or updated in IntelligenceBank.
New or Updated Workflow Request — Triggers when a Workflow Request has been created or updated.
Updated Custom Page — Triggers when a custom page is updated in IntelligenceBank.
Updated Database Record — Triggers when a Database Record is updated.
Updated Resource — Triggers when a Resource has been updated within IntelligenceBank - can be restricted to a specific folder area.
Updated User — Triggers when a user is updated in IntelligenceBank.
Updated Workflow Request — Triggers when a Workflow Request has been updated.

Actions (32)

Things Salesflare can make it do

Add Record Multi-Upload Field File or URL — Add a new URL or File to an existing Database Record's multi upload field.
Authenticate — Authenticate to an IntelligenceBank platform.
Create Compliance Risk Review — Create a new compliance risk review for text content or a file.
Create Database Record — Creates a new Database Record, typically with input from a previous step.
Create Folder — Create a Folder or Sub-Folder. This call is in Beta and currently supports defining the Parent Folder, Name and Description of the folder.

Show 27 more actions

Create Markup Comment — Create a Markup Comment.
Create Permission Group — Create a Permission Group.
Create Record File Workflow Request — Create a new Record File Workflow Request.
Create Remote Resource File — Create a new Remote Resource File. A Remote Connection must exist on your platform.
Create Resource — Create a new File Resource. A file must have been uploaded previously.
Create URL Resource — Create a new URL Resource.
Delete Database Record — Delete a Database Record.
Delete Markup Comment — Delete a Markup Comment.
Extract File Metadata — Extract the File Metadata as per Metadata Mapping settings, for use in a subsequent Create/Update Resource call.
Get Compliance Review Annotated PDF URL — Returns a URL that can be used to download the annotated PDF version of a compliance risk review.
Get Compliance Risk Review Details — Get the details of a compliance risk review, including comments.
Get Public Link — Request the Public Share Link URL of a Resource. Only applicable if Resource is enabled for Public Sharing.
Search or Create Folders — Search or Create Resource Folders.
Search or Create Groups — Search or Create Permission Groups.
Start Record File Manual Risk Review — Manually initiate a risk review for one or more Record File revisions. Note that this action expects manual Risk Reviews to be enabled on the Multi-Upload field.
Update Database Record — Update an existing Database Record, most likely with input from previous steps.
Update Permission Group — Update a Permission Group.
Update Resource File — Update the file details of a File Resource in IntelligenceBank.
Update Resource Metadata — Update the metadata of an existing Resource.
Update Workflow Request Collaborators — Update the Collaborators of an existing Workflow Request. You will require the Users _id.
Upload File — Upload a File to IntelligenceBank so that it can then be attached to a Resource or Record entry.
View Custom Form Details — Returns all details about a given Custom Form. Use this to input or map custom form fields in further actions.
View Filter — View Filter Details
View Group — View Group Details
View Resource Details — Returns all details about a given Resource.
View Workflow Request — View Workflow Request Details
View a Record — Returns all details about a given Record. Use this to input or map Record data in further actions.