OpSemble and Salesflare

How to connect OpSemble

When new Contact in OpSemble, find or create contact in Salesflare.
When new Invoice in OpSemble, create opportunity, then find or create contact in Salesflare.
When new Lead in OpSemble, find or create contact in Salesflare.
When new Task in Salesflare, create Project Task in OpSemble.

OpSemble is a unified business software for SMEs - CRM, invoicing, projects, HR and health and safety in one platform.

Start a workflow when this happens

Deal Stage Changed — Triggers when an opportunity moves to a different pipeline stage.
New Contact — Triggers when a new contact is created.
New Invoice — Triggers when a new invoice is created.
New Lead — Triggers when a new lead is created.
Payment Recorded — Triggers when a payment is recorded against an invoice.

Things Salesflare can make it do

Create Contact — Creates a contact. Needs the crm.add scope.
Create Lead — Creates a lead. Needs the crm.add scope.
Create Project Task — Adds a task to a project. Needs the projects.add scope.
Report H&S Incident — Reports a health & safety incident. Needs the hs.add scope.

Look up existing records

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