Lifted Work and Salesflare
How to connect Lifted Work
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Client in Lifted Work, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Task in Lifted Work, create task in Salesflare.
- When task Completed in Lifted Work, create task in Salesflare.
- When new Task in Salesflare, create Task in Lifted Work.
About Lifted Work
Lifted Work is an agency management tool for tasks, team, client correspondence, client portals and time tracking all enhanced with AI.
Lifted Work operations on Zapier
Triggers (4)
Start a workflow when this happens
- Client Archived — Triggers when a client is archived.
- New Client — Triggers when a new client is created.
- New Task — Triggers when a new task is created.
- Task Completed — Triggers when a task is marked as complete.
Actions (6)
Things Salesflare can make it do
- Archive Client — Archives a client in the system.
- Complete Task — Marks a task in the system as complete.
- Create Client — Creates a client in the system.
- Create Correspondence — Creates a correspondence in the system.
- Create Feed Item — Creates a feed item in the system.
Show 1 more actions
- Create Task — Creates a task in the system.
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