Notyfile and Salesflare
How to connect Notyfile
- Via Zapier — 22 operations available. Set it up ↗
What you can automate
- When completed Order in Notyfile, create opportunity, then find or create contact in Salesflare.
- When new Customer in Notyfile, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Meeting in Notyfile, create meeting, then create call in Salesflare.
- When new Order in Notyfile, create opportunity, then find or create contact in Salesflare.
- When updated Customer in Notyfile, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Task in Salesflare, create Task in Notyfile.
About Notyfile
Notyfile is a sales driven CRM platform that helps your organisation work better and faster together.
Notyfile operations on Zapier
Triggers (9)
Start a workflow when this happens
- Activated Customer — Triggers when a customer is activated.
- Completed Order — Triggers when an order is completed
- Lost Prospect — Triggers when a prospect is lost.
- New Customer — Triggers when a new customer is created.
- New Meeting — Triggers when a new meeting is created
Show 4 more triggers
- New Order — Triggers when a new order is created.
- New Prospect — Triggers when a new support prospect is created.
- Processed Order — Triggers when an order is processing
- Updated Customer — Triggers when an customer is updated.
Actions (11)
Things Salesflare can make it do
- Create Agreement — Creates Agreement / Prospect
- Create Agreement Note — Creates a note on an agreement
- Create Case — Creates a case!
- Create Contact — Creates a contact
- Create Customer — Creates / Activates a customer
Show 6 more actions
- Create Customer Note — Creates a customer note
- Create Document Draft — Creates a document draft from a template
- Create Order — Creates an order
- Create Task — Creates a task
- Post to Feed — Post something to feed
- Update Case — Updates an case
Searches (2)
Look up existing records
- Find Customer — Finds a customer by email
- Find User — Finds a specific user
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