Outlign and Salesflare
How to connect Outlign
- Via Zapier — 21 operations available. Set it up ↗
What you can automate
- When new Client in Outlign, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Task in Outlign, create task in Salesflare.
- When task Completed in Outlign, create task in Salesflare.
- When task Due Date Updated in Outlign, create task in Salesflare.
- When new Task in Salesflare, create Task in Outlign.
About Outlign
Outlign is a simple Project Management tool for Creative Teams
Outlign operations on Zapier
Triggers (8)
Start a workflow when this happens
- Milestone Created — Triggers when a new milestone is created.
- Milestone Updated — Triggers when a milestone is updated.
- New Client — Triggers when a new client is created.
- New Project — Triggers when a new project is created.
- New Task — Triggers when a new task is created.
Show 3 more triggers
- Section Updated — Triggers when a section / phase is updated.
- Task Completed — Triggers when a task is marked as completed.
- Task Due Date Updated — Triggers when a task's due date is updated.
Actions (9)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Project — Creates a new project from scratch.
- Create Project From Template — Creates a new project based on an existing template.
- Create Section — Creates a new section / phase in a project.
- Create Task — Creates a new task in a project.
Show 4 more actions
- Find or Create Client — Finds a client by name.
- Find or Create Project — Finds a project by name within a specific client.
- Find or Create Section — Finds sections / phases by title within a specific project.
- Find or Create Task — Finds tasks by title within a specific section.
Searches (4)
Look up existing records
- Find Client — Finds a client by name.
- Find Project — Finds a project by name within a specific client.
- Find Section — Finds sections / phases by title within a specific project.
- Find Task — Finds tasks by title within a specific section.
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