Magentrix and Salesflare
How to connect Magentrix
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — 10 modules available. Set it up ↗
About Magentrix
Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.
Magentrix operations on Zapier
Triggers (3)
Start a workflow when this happens
- Entity Records Updated — Triggers when a record in the entity of your choice has been updated.
- New Document Added — Triggers when a new document is created in Magentrix.
- New Entity Records Added — Triggers when a new record is added to the entity of your choice.
Actions (6)
Things Salesflare can make it do
- Create Entity Record — Creates a new record of your chosen Entity Type.
- Create the entity record — Searches for an entity record
- Delete Entity Record — Deletes a record of your chosen Entity Type.
- Update Entity Record — Updates a record of your chosen Entity Type.
- Update an Existing File — Updates an existing file (document, attachment, or Salesforce file).
Show 1 more actions
- Upload a New File — Uploads a new file (document, attachment, or Salesforce file).
Searches (1)
Look up existing records
- Find Entity Record — Searches for an entity record.
Magentrix operations on Make
Triggers (3)
Start a workflow when this happens
- Watch New Documents — Triggers when a new document has been added.
- Watch New Records — Triggers when a new record of the chosen entity has been created.
- Watch Updated Records — Triggers when a record of the chosen entity has been updated.
Actions (6)
Things Salesflare can make it do
- Create a Record — Creates a new record.
- Delete a Record — Deletes a specified record.
- Download a Document — Downloads a document.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Record — Updates a specified record.
Show 1 more actions
- Upload a Document — Uploads a document.
Searches (1)
Look up existing records
- Universal Search — Performs queries against any of the entities defined.
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