Salesflare Salesflare Integrations

Persat and Salesflare

How to connect Persat

What you can automate

  • When new Client Events in Persat, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When new Updated Client Events in Persat, create an account, then create a contact, then add a contact to an account in Salesflare.

Persat operations on Make

Triggers (3)

Start a workflow when this happens

  • Watch Deleted Client Events — Triggers when a client is deleted.
  • Watch New Client Events — Triggers when a client is created.
  • Watch Updated Client Events — Triggers when a client is updated.

Actions (31)

Things Salesflare can make it do

  • Get Delivery Track Link — Returns details of the Track Link.
  • Cancel a Work Order — Cancels a work order.
  • Create a Client — Creates a new client.
  • Create a Client Object Element — Creates a Client Object Element.
  • Create a Delivery — Creates a delivery.
Show 26 more actions
  • Create a Digital Form — Creates a Digital Form.
  • Create a MasterDB Element — Creates a MasterDB Element.
  • Create a Pending Work Order — Creates a new Pending Work Order.
  • Create a Work Order and Assign — Creates a work order and assigns it to one or more available technicians.
  • Delete a Client — Deletes specified client by uid.
  • Delete a Client Object Element — Deletes a Client Object Element.
  • Delete a MasterDB Element — Deletes a MasterDB Element.
  • Get Gps Tracking Data — Returns tracking data details of a specified day or month.
  • Get Last Tracking Point — Returns details of the last tracking point of a specified device.
  • Get Work Order Track Link — Returns details of Work Order Track Link.
  • Get a Client — Returns details of the specified client.
  • Get a Client Custom Field Value — Returns specified client custom field value.
  • Get a Client Object Element — Returns details of the specified Client Object Element.
  • Get a Device — Returns details of the specified device.
  • Get a Digital Form — Returns details of an specified Digital Form.
  • Get a MasterDB Element — Returns details of the specified MasterDB Element.
  • Get a Work Order — Gets a work order by id.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Move Work Order To Pending State — Moves a Work Order to pending state.
  • Move a Client Object Element — Moves a Client Object Element to a new Client.
  • Update Work Order Labels — Updates work order labels.
  • Update a Client — Updates a client by uid.
  • Update a Client Custom Field Value — Updates specified client custom field value.
  • Update a Client Object Element — Updates a Client Object.
  • Update a Digital Form — Updates a Digital Form.
  • Update a MasterDB Element — Updates a MasterDB Element.

Searches (6)

Look up existing records

  • Get Visits to Clients — Returns details of the clients visited for a specified device.
  • List Client Object Elements — Lists Client Object Elements.\n
  • List Clients — Lists clients.
  • List Devices — Lists Devices.
  • List MasterDB Elements — Lists MasterDB Elements.
Show 1 more searches
  • List Users — Lists Users.

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