Lineup and Salesflare

How to connect Lineup

What you can automate

  • When new Lineup Form Completed in Lineup, find or create contact in Salesflare.
  • When person Created in Lineup, find or create contact in Salesflare.

About Lineup

Lineup is an online solution designed to automate and streamline the volunteer management process by creating filterable and actionable talent profiles.

Lineup operations on Zapier

Triggers (7)

Start a workflow when this happens

  • Accepted Seat Status Changed — Triggers when a seat status is changed from accepted to any other state.
  • New Lineup Form Completed — Triggers when a new Lineup Form is completed.
  • Person Created — Triggers when a person is created.
  • Seat Status Changed to Accepted — Triggers when a seat status is changed from any other state to accepted.
  • Team Active Dates Changed — Triggers when a team's start date and/or end date is changed.
Show 2 more triggers
  • Team Invitation Accepted — Triggers when a Team Invitation is accepted.
  • Team Invitation Declined — Triggers when a Team Invitation is declined.

Actions (11)

Things Salesflare can make it do

  • Create Person — Creates a new Person.
  • Find or Create Person — Find a person using their email or external system id.
  • Pick Person — Pick a person for a position/seat in a team.
  • Send Lineup Form — Sends a Lineup Form to an existing Person.
  • Update Person Custom Field — Update the custom field value for a person.
Show 6 more actions
  • Update Person Details — Update person details.
  • Update Person External System ID — Update the External System ID for a person.
  • Update Person Status — Updates a person's status in Lineup.
  • Update Person Tracked Field — Update a person tracked field for a seat.
  • Update Seat External System ID — Update the External System ID for a seat.
  • Update Team External System ID — Update the External System ID for a team.

Searches (1)

Look up existing records

  • Find Person — Find a person using their email or external system id.

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