What you can automate

When new Company Created in Projetly, find or create account in Salesflare.

When existing Company Updated in Projetly, find or create account in Salesflare.

When new Contact Created in Projetly, find or create contact in Salesflare.

When existing Contact Updated in Projetly, find or create contact in Salesflare.

When new Deal Created in Projetly, create opportunity in Salesflare.

When existing Deal Updated in Projetly, create opportunity in Salesflare.

About Projetly

Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.

Projetly operations on Zapier

Triggers (9)

Start a workflow when this happens

Existing Company Updated — Triggers when an existing company is updated.
Existing Contact Updated — Triggers when an existing contact is updated.
Existing Deal Updated — Triggers when an existing deal is updated.
Existing Project Updated — Triggers when an existing project is updated.
New Company Created — Triggers when a new company is created.

Show 4 more triggers

New Contact Created — Triggers when a new contact is created.
New Deal Created — Triggers when a new deal is created.
New Project Created — Triggers when a new project is created in Projetly.
New or Updated Task — Triggers when a task is created or updated.

Actions (15)

Things Salesflare can make it do

Create Company — Creates a new company.
Create Contact — Creates a new contact.
Create Deal — Creates a new deal.
Create Project — Creates a new project.
Create Task — Creates a new task.

Show 10 more actions

Find or Create Company — Finds a Company by Name
Find or Create Contact — Finds a Contact by Email
Find or Create Deal — Finds a Deal by Name
Find or Create Project — Finds a Project by Name
Find or Create Task — Finds a Task, or creates one if not found.
Update Company — Updates an existing company.
Update Contact — Updates an existing contact.
Update Deal — Updates an existing deal.
Update Project — Updates an existing project.
Update Task — Updates an existing task.

Searches (5)

Look up existing records

Find Company — Finds a Company by Name
Find Contact — Finds a Contact by Email
Find Deal — Finds a Deal by Name
Find Project — Finds a Project by Name
Find Task — Finds a task.

Projetly and Salesflare

How to connect Projetly