What you can automate

When invoice Paid in MonoDesk, create opportunity, then find or create contact in Salesflare.

When lead Stage Changed in MonoDesk, find or create contact in Salesflare.

When lead Won in MonoDesk, find or create contact in Salesflare.

When new Client in MonoDesk, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in MonoDesk, create opportunity, then find or create contact in Salesflare.

When new Lead in MonoDesk, find or create contact in Salesflare.

About MonoDesk

MonoDesk is an all-in-one workspace for agencies and freelancers: leads, proposals, projects, invoices and client portals.

MonoDesk operations on Zapier

Start a workflow when this happens

Invoice Paid — Triggers when an invoice is paid in full.
Lead Stage Changed — Triggers when a lead moves to another stage, or to the stage you choose.
Lead Won — Triggers when a lead is won and becomes a client.
New Client — Triggers when a client is added.
New Client Portal Message — Triggers when a client sends you a message in the client portal.

Show 7 more triggers

New Invoice — Triggers when an invoice is created, including recurring invoices.
New Lead — Triggers when a lead is added to your Leads pipeline.
New Project — Triggers when a project is created.
Proposal Accepted — Triggers when a client accepts and signs a proposal.
Proposal Viewed — Triggers when a client opens a proposal you sent, the first time only.
Task Completed — Triggers when a task is marked complete.
Task Scheduled — Triggers when a task is given a scheduled date or moved to a different date or time in the Planner.

Things Salesflare can make it do

Create Client — Adds a client, with its primary contact.
Create Lead — Adds a lead to your Leads pipeline, for example from a website form or an ad.
Create Meeting — Adds a meeting, ready for an agenda and recap. Great for new bookings.
Create Project — Creates a project for a client.
Create Task — Creates a task, on a project board or in your planner.

Show 5 more actions

Find or Create Client — Finds a client, or adds one if none matches.
Find or Create Lead — Finds a lead, or adds one if none matches.
Find or Create Project — Finds a project, or creates one if none matches.
Log Time — Records time spent on a task.
Schedule Time Block — Blocks out time in the planner, for example from a calendar event.

Look up existing records

MonoDesk and Salesflare