Plot and Salesflare
How to connect Plot
- Via Zapier — 25 operations available. Set it up ↗
What you can automate
- When new Task in Plot, create task in Salesflare.
- When new Workspace Member in Plot, find or create contact in Salesflare.
- When new Task in Salesflare, create Task in Plot.
About Plot
Plot is a project management app that helps small teams keep track of projects, tasks and documents
Plot operations on Zapier
Triggers (8)
Start a workflow when this happens
- New Document — Triggers when a new document is created.
- New Project — Triggers when a new project is created.
- New Task — Triggers when a new task is created.
- New Workspace Member — Triggers when a new member joins the workspace.
- Project Moved to Area — Triggers when a project moves to another area.
Show 3 more triggers
- Updated Document — Triggers when a document is updated.
- Updated Project — Triggers when a project is updated.
- Updated Task — Triggers when a task is updated.
Actions (13)
Things Salesflare can make it do
- Add Label to Task — Adds a label to a task.
- Archive Project — Archives a project.
- Create Document — Creates a new document.
- Create Post — Creates a new post on an entity.
- Create Project — Creates a new project.
Show 8 more actions
- Create Task — Creates a new task.
- Create or Update Area — Creates an area or updates an existing area.
- Create or Update Task Label — Creates a task label or updates an existing label’s name and color.
- Delete Task — Deletes a task.
- Post Project Status Update — Posts a status update to a project.
- Update Document — Updates an existing document.
- Update Project — Updates an existing project.
- Update Task — Updates an existing task.
Searches (4)
Look up existing records
- Find Area — Finds an area by name.
- Find Document — Finds an existing document by title.
- Find Project — Finds an existing project by name.
- Find Task — Finds an existing task by name or ID.
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