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.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free