Rally and Salesflare
How to connect Rally
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new Client User in Rally, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Organization in Rally, find or create account in Salesflare.
About Rally
Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.
Rally operations on Zapier
Triggers (5)
Start a workflow when this happens
- Matter Initiated — Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
- New Client User — Triggers when a new Client User is created.
- New Matter — Triggers when a new Matter is created.
- New Organization — Triggers when a new Organization is created.
- New Signature Requests Completed — Triggers when there are recently completed signature requests.
Actions (1)
Things Salesflare can make it do
- Create Matter — Creates a new matter.
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