Perdoo and Salesflare

How to connect Perdoo

What you can automate

  • When new Meeting Action Item in Perdoo, create meeting, then create call in Salesflare.

About Perdoo

Perdoo is a strategy, goals, and people management platform. Execute strategy, track OKRs & KPIs, manage 1:1s, Performance reviews, and more.

Perdoo operations on Zapier

Triggers (7)

Start a workflow when this happens

  • New Group — Triggers when a new group is created.
  • New Initiative — Triggers when a new Initiative is created.
  • New KPI — Triggers when a new KPI is created.
  • New Key Result — Triggers when a new Key Result is created.
  • New Meeting Action Item — Triggers when a new Meeting Action Item is created.
Show 2 more triggers
  • New Objective — Triggers when a new Objective is created.
  • New User — Triggers when a new user is created.

Actions (4)

Things Salesflare can make it do

  • Update Initiative — Update an existing Initiative (via its goal ID).
  • Update KPI — Update an existing KPI (via its goal ID).
  • Update Key Result — Update an existing Key Result (via its goal ID).
  • Update Meeting Action Item — Update an existing Action Item (via its ID).

Searches (6)

Look up existing records

  • Find Group — Find a group based on its name.
  • Find Initiative — Find an Initiative by its (goal) ID.
  • Find KPI — Find a KPI by its (goal) ID.
  • Find Key Result — Find a Key Result by its (goal) ID.
  • Find Objective — Find an Objective by its (goal) ID.
Show 1 more searches
  • Find User — Find a user based on his/her email.

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