Plox and Salesflare
How to connect Plox
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Lead in Plox, find or create contact in Salesflare.
About Plox
Plox is a secure data room and document sharing platform for founders and dealmakers to collaborate on deal workflows
Plox operations on Zapier
Triggers (3)
Start a workflow when this happens
- Dataroom Viewed — Triggers when someone views one of your datarooms.
- Document Viewed — Triggers when someone views one of your documents.
- New Lead — Triggers when a visitor submits their email to access a protected dataroom or document.
Actions (2)
Things Salesflare can make it do
- Create Dataroom — Creates a new dataroom.
- Create Document — Creates a new document from a hosted file URL.
Searches (2)
Look up existing records
- Find Dataroom — Finds a dataroom by name (most recent first).
- Find Document — Finds a document by name (most recent first).
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