MC Professional and Salesflare
How to connect MC Professional
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Member Join From Membership Form in MC Professional, find or create contact in Salesflare.
- When event Registrant Created in MC Professional, find or create contact in Salesflare.
- When invoice Created in MC Professional, create opportunity, then find or create contact in Salesflare.
- When invoice Partial Payment Created in MC Professional, create opportunity, then find or create contact in Salesflare.
- When invoice Paid in MC Professional, create opportunity, then find or create contact in Salesflare.
About MC Professional
MC Professional is an intuitive and powerful AMS that helps growing associations boost staff productivity, revenue and membership value.
MC Professional operations on Zapier
Triggers (8)
Start a workflow when this happens
- Event Registrant Cancelled — Triggers when the status of a registrant updates to cancelled.
- Event Registrant Created — Triggers when a new registrant is created through a form.
- Invoice Created — Receive invoice information upon invoice creation.
- Invoice Paid — Receive invoice information upon invoice status changed to PAID
- Invoice Partial Payment Created — Receive invoice information upon partial invoice payment
Show 3 more triggers
- Invoice Refunded — Receive invoice information upon invoice refund
- Invoice Voided — Receive invoice information upon voiding invoice.
- New Member Join From Membership Form — Triggers when a user joins through a membership form.
Actions (1)
Things Salesflare can make it do
- Create Continuing Education Credit — Creates a Continuing Education Credit.
Searches (1)
Look up existing records
- Find Profiles — Finds users profiles
Similar apps
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