Join It and Salesflare

How to connect Join It

What you can automate

  • When memberships Created in Join It, find or create contact in Salesflare.
  • When memberships Updated in Join It, find or create contact in Salesflare.
  • When payments Created in Join It, create opportunity, then find or create contact in Salesflare.

About Join It

Join It provides simple membership management for growing organizations

Join It operations on Zapier

Triggers (6)

Start a workflow when this happens

  • Memberships All — Triggers on all membership events
  • Memberships Created — Triggers when a new membership is created.
  • Memberships Inactive — Triggers when a membership goes into an inactive status (canceled or expired).
  • Memberships Renewal — Triggers when a Membership is renewed.
  • Memberships Updated — Triggers when the information associated with a Memberships is updated.
Show 1 more triggers
  • Payments Created — Triggers when a new Payment is created

Actions (1)

Things Salesflare can make it do

  • Create Payment — Creates a payment for an existing membership

Searches (1)

Look up existing records

  • Validate Membership — Validates a Membership against your Member Database

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