ManyRequests and Salesflare

How to connect ManyRequests

When canvas Comment Created in ManyRequests, create internal note in Salesflare.
When client Created in ManyRequests, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in ManyRequests, find or create account, then find or create contact, then add contact to account in Salesflare.
When comment Created in ManyRequests, create internal note in Salesflare.
When organization Updated in ManyRequests, find or create account in Salesflare.
When payment Created in ManyRequests, create opportunity, then find or create contact in Salesflare.

ManyRequests is a Client Portal Software for Creative Agencies that helps you manage your entire Business from a single place.

Start a workflow when this happens

Brand Created — Triggers when a new Brand is created.
Canvas Comment Created — Triggers when a new canvas comment is created on a request, either by an admin, team member, or client.
Client Created — Triggers when a new client is registered.
Client Updated — Triggers when a client is updated.
Comment Created — Triggers when a new comment is created on a request.

Show 9 more triggers

Organization Updated — Triggers when an organization is updated.
Payment Created — Triggers when you receive a new payment.
Request Assignees Changed — Triggers when users are assigned to or unassigned from a request.
Request Created — Triggers when a new Request is created.
Request Updated — Triggers when a request status is updated.
Review Created — Triggers when a new review is created.
Subscription Canceled — Triggers when a subscription is canceled.
Subscription Created — Triggers when a new subscription is created.
Subscription Set to Cancel at Period End — Triggers when a subscription is set to cancel at the end of the current billing period.

Things Salesflare can make it do

Cancel Client Subscription — Cancels a client subscription and optionally deactivates their account.
Create Client — Create a new Client in your Portal.
Create Comment — Create a new comment on an existing Request in your Portal.
Create Request — Create a new Request in your Portal.
Update Request — Update an existing Request in your Portal.

Show 2 more actions

Update Request Credits — Update the credits of an existing Request in your Portal.
Update Request Status — Update the status of an existing Request in your Portal.

Look up existing records

Find Comments for Request — Finds all comments for a specific request. Supports pagination for large result sets.
Find Organization — Finds an existing organization by its ID.
Find Request — Finds an existing request by its ID.

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