Salesflare Salesflare Integrations

Nagaris and Salesflare

Accounting nagaris.com ↗

How to connect Nagaris

What you can automate

  • When new Client Contact Created in Nagaris, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client Contact Updated in Nagaris, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Client Document Created in Nagaris, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client Document Updated in Nagaris, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Client Email Created in Nagaris, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client Email Updated in Nagaris, find or create account, then find or create contact, then add contact to account in Salesflare.

About Nagaris

Nagaris is a self-healing client database for Australian accounting firms, designed to stop data decay and inconsistencies across a firm's entire tech stack.

Nagaris operations on Zapier

Triggers (84)

Start a workflow when this happens

  • Address Updated — Triggers when an address is updated.
  • Address Updated — Triggers when an address is updated.
  • Client Address Updated — Triggers when an client address is updated.
  • Client Address Updated — Triggers when an client address is updated.
  • Client Contact Updated — Triggers when a client contact is updated.
Show 79 more triggers
  • Client Contact Updated — Triggers when a client contact is updated.
  • Client Document Updated — Triggers when a client document is updated.
  • Client Document Updated — Triggers when a client document is updated.
  • Client Email Updated — Triggers when a new client email is updated.
  • Client Email Updated — Triggers when a new client email is updated.
  • Client Group Contact Updated — Triggers when a client group contact is updated.
  • Client Group Contact Updated — Triggers when a client group contact is updated.
  • Client Group Updated — Triggers when a client group is updated.
  • Client Group Updated — Triggers when a client group is updated.
  • Client Notes Updated — Triggers when a client notes is updated.
  • Client Notes Updated — Triggers when a client notes is updated.
  • Client Phone Updated — Triggers when a client phone is updated.
  • Client Phone Updated — Triggers when a client phone is updated.
  • Company Updated — Triggers when a new company is updated.
  • Company Updated — Triggers when a new company is updated.
  • Contact Updated — Triggers when a contact is updated.
  • Contact Updated — Triggers when a contact is updated.
  • Individual Updated — Triggers when an individual is updated.
  • Individual Updated — Triggers when an individual is updated.
  • New Address Created — Triggers when a new address is created.
  • New Address Created — Triggers when a new address is created.
  • New Client Address Created — Triggers when a new client address is created.
  • New Client Address Created — Triggers when a new client address is created.
  • New Client Contact Created — Triggers when a new client contact is created.
  • New Client Contact Created — Triggers when a new client contact is created.
  • New Client Document Created — Triggers when a new client document is created.
  • New Client Document Created — Triggers when a new client document is created.
  • New Client Email Created — Triggers when a new client email is created.
  • New Client Email Created — Triggers when a new client email is created.
  • New Client Group Contact Created — Triggers when a new client group contact is created.
  • New Client Group Contact Created — Triggers when a new client group contact is created.
  • New Client Group Created — Triggers when a new client group is created.
  • New Client Group Created — Triggers when a new client group is created.
  • New Client Group Document Created — Triggers when a new client group document is created.
  • New Client Group Document Created — Triggers when a new client group document is created.
  • New Client Group Document Updated — Triggers when a client group document is updated.
  • New Client Group Document Updated — Triggers when a client group document is updated.
  • New Client Notes Created — Triggers when a new client notes is created.
  • New Client Notes Created — Triggers when a new client notes is created.
  • New Client Phone Created — Triggers when a new client phone is created.
  • New Client Phone Created — Triggers when a new client phone is created.
  • New Company Created — Triggers when a new company is created.
  • New Company Created — Triggers when a new company is created.
  • New Contact Created — Triggers when a new contact is created.
  • New Contact Created — Triggers when a new contact is created.
  • New Handovers Created — Triggers when a new handovers is created.
  • New Handovers Created — Triggers when a new handovers is created.
  • New Individual Created — Triggers when a new individual is created.
  • New Individual Created — Triggers when a new individual is created.
  • New Other Entities Created — Triggers when an other entity is created.
  • New Other Entities Created — Triggers when an other entity is created.
  • New Package Created — Triggers when a new package is created.
  • New Package Created — Triggers when a new package is created.
  • New Partnership Created — Triggers when a new partnership is created.
  • New Partnership Created — Triggers when a new partnership is created.
  • New SMSF Created — Triggers when a new SMSF is created.
  • New SMSF Created — Triggers when a new SMSF is created.
  • New Service Created — Triggers when a new service is created.
  • New Service Created — Triggers when a new service is created.
  • New Sole Trader Created — Triggers when a new sole trader is created.
  • New Sole Trader Created — Triggers when a new sole trader is created.
  • New Trust Created — Triggers when a new trust is created.
  • New Trust Created — Triggers when a new trust is created.
  • Organisation Updated — Triggers when an organisation is updated.
  • Organisation Updated — Triggers when an organisation is updated.
  • Other Entities Record Updated — Triggers when an other entity record is updated.
  • Other Entities Record Updated — Triggers when an other entity record is updated.
  • Package Updated — Triggers when a package is updated.
  • Package Updated — Triggers when a package is updated.
  • Partnership Updated — Triggers when a partnership is updated.
  • Partnership Updated — Triggers when a partnership is updated.
  • SMSF Updated — Triggers when a SMSF is updated.
  • SMSF Updated — Triggers when a SMSF is updated.
  • Service Updated — Triggers when a service is updated.
  • Service Updated — Triggers when a service is updated.
  • Sole Trader Updated — Triggers when a sole trader is updated.
  • Sole Trader Updated — Triggers when a sole trader is updated.
  • Trust Updated — Triggers when a trust is updated.
  • Trust Updated — Triggers when a trust is updated.

Actions (246)

Things Salesflare can make it do

  • Create Client Address — Creates a client address.
  • Create Client Address — Creates a client address.
  • Create Client Document — Uploads a document to Nagaris for a client.
  • Create Client Document — Uploads a document to Nagaris for a client.
  • Create Client Email — Creates new client email.
Show 241 more actions
  • Create Client Email — Creates new client email.
  • Create Client Group — Creates a new client group in the system.
  • Create Client Group — Creates a new client group in the system.
  • Create Client Group Contact — Creates a new client group contact.
  • Create Client Group Contact — Creates a new client group contact.
  • Create Client Group Document — Creates a client group document.
  • Create Client Group Document — Creates a client group document.
  • Create Client Note — Creates a client note.
  • Create Client Note — Creates a client note.
  • Create Client Phone — Creates new client phone.
  • Create Client Phone — Creates new client phone.
  • Create Client Service — Creates a client service.
  • Create Client Service — Creates a client service.
  • Create Client Trustee — Creates a new client trustee.
  • Create Client Trustee — Creates a new client trustee.
  • Create Client Website — Creates new client website.
  • Create Client Website — Creates new client website.
  • Create Contact — Creates a new contact.
  • Create Contact — Creates a new contact.
  • Create New SMSF — Creates a new SMSF .
  • Create New SMSF — Creates a new SMSF .
  • Create Organisation — Creates an organisation.
  • Create Organisation — Creates an organisation.
  • Create Other Entity — Creates a new other entity.
  • Create Other Entity — Creates a new other entity.
  • Create Partnership — Creates a partnership.
  • Create Partnership — Creates a partnership.
  • Create Sole Trader — Creates a sole trader.
  • Create Sole Trader — Creates a sole trader.
  • Create a Client Contact — Creates a new client contact.
  • Create a Client Contact — Creates a new client contact.
  • Create a Company — Creates a new company.
  • Create a Company — Creates a new company.
  • Create a Handover — Creates a new handover.
  • Create a Handover — Creates a new handover.
  • Create a Individual — Creates a new individual.
  • Create a Individual — Creates a new individual.
  • Create a Package — Creates a new package.
  • Create a Package — Creates a new package.
  • Create a Service — Creates a new service.
  • Create a Service — Creates a new service.
  • Create a Service Tag — Creates a service tag.
  • Create a Service Tag — Creates a service tag.
  • Create a Trust — Creates a new trust.
  • Create a Trust — Creates a new trust.
  • Create an Address — Creates a new address.
  • Create an Address — Creates a new address.
  • Delete Client Email — Deletes a client email by id.
  • Delete Client Email — Deletes a client email by id.
  • Delete Client Group — Deletes a client group by id.
  • Delete Client Group — Deletes a client group by id.
  • Delete Client Group Contact — Deletes a client group contact.
  • Delete Client Group Contact — Deletes a client group contact.
  • Delete Client Phone — Deletes a client phone by id.
  • Delete Client Phone — Deletes a client phone by id.
  • Delete Individual — Delete an individual by id.
  • Delete Individual — Delete an individual by id.
  • Delete Other Entity — Deletes an other entity by id.
  • Delete Other Entity — Deletes an other entity by id.
  • Delete Partnership — Deletes a partnership by id.
  • Delete Partnership — Deletes a partnership by id.
  • Delete SMSF — Deletes a SMSF by id.
  • Delete SMSF — Deletes a SMSF by id.
  • Delete Service Tag — Deletes a service tag by id.
  • Delete Service Tag — Deletes a service tag by id.
  • Delete Sole Trader — Deletes a sole trader by id.
  • Delete Sole Trader — Deletes a sole trader by id.
  • Delete Trust — Deletes a trust by id.
  • Delete Trust — Deletes a trust by id.
  • Delete a Client Address — Deletes a client address by id.
  • Delete a Client Address — Deletes a client address by id.
  • Delete a Client Contact — Deletes a client contact by id.
  • Delete a Client Contact — Deletes a client contact by id.
  • Delete a Client Document — Deletes a client document by id.
  • Delete a Client Document — Deletes a client document by id.
  • Delete a Client Group Document — Deletes a client group document by id.
  • Delete a Client Group Document — Deletes a client group document by id.
  • Delete a Client Service — Deletes a client service by id.
  • Delete a Client Service — Deletes a client service by id.
  • Delete a Client Trustee — Delete a client trustee by id.
  • Delete a Client Trustee — Delete a client trustee by id.
  • Delete a Client Website — Deletes a client website by id.
  • Delete a Client Website — Deletes a client website by id.
  • Delete a Company — Deletes a company by id.
  • Delete a Company — Deletes a company by id.
  • Delete a Package — Deletes a package by id.
  • Delete a Package — Deletes a package by id.
  • Delete a Service — Deletes a service by id.
  • Delete a Service — Deletes a service by id.
  • Get Client Email — Get a client email by id.
  • Get Client Email — Get a client email by id.
  • Get Client Group — Get a client group by id.
  • Get Client Group — Get a client group by id.
  • Get Client Group Contact — Get a client group contact by id.
  • Get Client Group Contact — Get a client group contact by id.
  • Get Client Note — Get a client note by id.
  • Get Client Note — Get a client note by id.
  • Get Individual — Get an individual by id.
  • Get Individual — Get an individual by id.
  • Get Organisation — Get an organisation by id.
  • Get Organisation — Get an organisation by id.
  • Get Other Entity — Get an other entity by id.
  • Get Other Entity — Get an other entity by id.
  • Get Partnership — Get a partnership by id.
  • Get Partnership — Get a partnership by id.
  • Get SMSF — Get a smsf by id.
  • Get SMSF — Get a smsf by id.
  • Get Service Tag — Get a service tag by id.
  • Get Service Tag — Get a service tag by id.
  • Get Sole Trader — Get a sole trader by id.
  • Get Sole Trader — Get a sole trader by id.
  • Get Trust — Get a trust by id.
  • Get Trust — Get a trust by id.
  • Get a Client Address — Get a client address by id.
  • Get a Client Address — Get a client address by id.
  • Get a Client Contact — Get a client contact by id.
  • Get a Client Contact — Get a client contact by id.
  • Get a Client Document — Get a client document by id.
  • Get a Client Document — Get a client document by id.
  • Get a Client Group Document — Get a client group document by id.
  • Get a Client Group Document — Get a client group document by id.
  • Get a Client Phone — Get a client phone by id.
  • Get a Client Phone — Get a client phone by id.
  • Get a Client Service — Get a client service by id.
  • Get a Client Service — Get a client service by id.
  • Get a Client Trustee — Get a client trustee by id.
  • Get a Client Trustee — Get a client trustee by id.
  • Get a Client Website — Get a client website by id.
  • Get a Client Website — Get a client website by id.
  • Get a Company — Get a company by id.
  • Get a Company — Get a company by id.
  • Get a Contact — Get a contact by id.
  • Get a Contact — Get a contact by id.
  • Get a Handover — Get a handover by id.
  • Get a Handover — Get a handover by id.
  • Get a Package — Get a package by id.
  • Get a Package — Get a package by id.
  • Get a Service — Get a service by id.
  • Get a Service — Get a service by id.
  • Get an Address — Get an address by id.
  • Get an Address — Get an address by id.
  • List Addresses — List all addresses.
  • List Addresses — List all addresses.
  • List Client Addresses — List client addresses.
  • List Client Addresses — List client addresses.
  • List Client Contacts — List client contacts.
  • List Client Contacts — List client contacts.
  • List Client Documents — List client documents.
  • List Client Documents — List client documents.
  • List Client Emails — List client emails.
  • List Client Emails — List client emails.
  • List Client Group Contacts — List all client groups contacts.
  • List Client Group Contacts — List all client groups contacts.
  • List Client Group Documents — List all client group documents.
  • List Client Group Documents — List all client group documents.
  • List Client Groups — List all client groups.
  • List Client Groups — List all client groups.
  • List Client Notes — List client notes.
  • List Client Notes — List client notes.
  • List Client Phones — List client phones.
  • List Client Phones — List client phones.
  • List Client Services — List client services.
  • List Client Services — List client services.
  • List Client Trustees — List client trustees.
  • List Client Trustees — List client trustees.
  • List Client Websites — List client websites.
  • List Client Websites — List client websites.
  • List Clients — List all clients .
  • List Clients — List all clients .
  • List Companies — List all companies.
  • List Companies — List all companies.
  • List Contacts — List all contacts.
  • List Contacts — List all contacts.
  • List Handovers — List all handovers.
  • List Handovers — List all handovers.
  • List Individual — List all individuals.
  • List Individual — List all individuals.
  • List Organisations — List all organisations.
  • List Organisations — List all organisations.
  • List Other Entities — List all other entities.
  • List Other Entities — List all other entities.
  • List Packages — List all packages.
  • List Packages — List all packages.
  • List Partnerships — List all partnerships.
  • List Partnerships — List all partnerships.
  • List SMSFs — List all SMSFs.
  • List SMSFs — List all SMSFs.
  • List Service Tags — List all service tags.
  • List Service Tags — List all service tags.
  • List Services — List all services.
  • List Services — List all services.
  • List Sole Traders — List all sole traders.
  • List Sole Traders — List all sole traders.
  • List Trusts — List all trusts.
  • List Trusts — List all trusts.
  • Update Client Address — Updates a client address.
  • Update Client Address — Updates a client address.
  • Update Client Contact — Updates a client contact.
  • Update Client Contact — Updates a client contact.
  • Update Client Document — Updates a client document.
  • Update Client Document — Updates a client document.
  • Update Client Email — Updates client email.
  • Update Client Email — Updates client email.
  • Update Client Group — Updates a client group in the system.
  • Update Client Group — Updates a client group in the system.
  • Update Client Group Contact — updates a client group contact.
  • Update Client Group Contact — updates a client group contact.
  • Update Client Group Document — Updates a client group document.
  • Update Client Group Document — Updates a client group document.
  • Update Client Phone — Updates a client phone.
  • Update Client Phone — Updates a client phone.
  • Update Client Service — Updates a client service.
  • Update Client Service — Updates a client service.
  • Update Client Trustee — Updates a client trustee.
  • Update Client Trustee — Updates a client trustee.
  • Update Client Website — Updates a client website.
  • Update Client Website — Updates a client website.
  • Update Contact — Updates a contact by id.
  • Update Contact — Updates a contact by id.
  • Update Individual — Updates an individual.
  • Update Individual — Updates an individual.
  • Update Organisation — Updates an organisation.
  • Update Organisation — Updates an organisation.
  • Update Other Entity — Updates an other entity.
  • Update Other Entity — Updates an other entity.
  • Update Partnership — Updates a partnership.
  • Update Partnership — Updates a partnership.
  • Update SMSF — Updates SMSF by id.
  • Update SMSF — Updates SMSF by id.
  • Update Service Tag — Updates a service tag by id.
  • Update Service Tag — Updates a service tag by id.
  • Update Sole Trader — Updates Sole Trader by id.
  • Update Sole Trader — Updates Sole Trader by id.
  • Update Trust — Updates a trust by id.
  • Update Trust — Updates a trust by id.
  • Update a Company — Updates a company by id.
  • Update a Company — Updates a company by id.
  • Update a Package — Updates a package in the system.
  • Update a Package — Updates a package in the system.
  • Update a Service — Updates a service.
  • Update a Service — Updates a service.

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