Salesflare Salesflare Integrations

RAYNET CRM and Salesflare

CRM (Customer Relationship Management) raynetcrm.com ↗

How to connect RAYNET CRM

What you can automate

  • When new Account in Salesflare, add Item to Business - Deal in RAYNET CRM.
  • When new Task in Salesflare, new Activity - Task in RAYNET CRM.

About RAYNET CRM

RAYNET CRM is an online software that helps salespeople and managers record business easily.

RAYNET CRM operations on Zapier

Triggers (2)

Start a workflow when this happens

  • Notifications About Changes. — Triggers when record is added/changed/deleted.
  • Notifications About Changes. — Triggers when record is added/changed/deleted.

Actions (288)

Things Salesflare can make it do

  • Add Address to Contact - Account — Adds address to an account. This address will be non-primary.
  • Add Address to Contact - Account — Adds address to an account. This address will be non-primary.
  • Add Attachment — Adds a new attachment to the given entity.
  • Add Attachment — Adds a new attachment to the given entity.
  • Add Custom Field Attachment — Adds a new attachment to the given entity's selected custom field.
Show 283 more actions
  • Add Custom Field Attachment — Adds a new attachment to the given entity's selected custom field.
  • Add Item to Business - Deal — Adds an item to the deal. This item can be created for this deal specifically, or an existing item can be linked to this deal.
  • Add Item to Business - Deal — Adds an item to the deal. This item can be created for this deal specifically, or an existing item can be linked to this deal.
  • Add Item to Business - Quote — Adds an item to the quote. This item can be created for this quote specifically, or an existing item can be linked to this quote.
  • Add Item to Business - Quote — Adds an item to the quote. This item can be created for this quote specifically, or an existing item can be linked to this quote.
  • Add Item to Business - Sales Order — Adds an item to the sales order. This item can be created for this sales order specifically, or an existing item can be linked to this sales order.
  • Add Item to Business - Sales Order — Adds an item to the sales order. This item can be created for this sales order specifically, or an existing item can be linked to this sales order.
  • Add Participant to Business - Deal — Adds a new participant to a deal with the given ID. It is possible to add either an account or a contact. The action call must contain one reference to account or contact.
  • Add Participant to Business - Deal — Adds a new participant to a deal with the given ID. It is possible to add either an account or a contact. The action call must contain one reference to account or contact.
  • Add Participant to Business - Project — Adds a new participant to a project with the given ID. It is possible to add either an account or a contact. The action call must contain one reference to account or contact.
  • Add Participant to Business - Project — Adds a new participant to a project with the given ID. It is possible to add either an account or a contact. The action call must contain one reference to account or contact.
  • Add Tag to Contact - Account — Adds a tag to an account record.
  • Add Tag to Contact - Account — Adds a tag to an account record.
  • Add Tag to Contact - Contact — Adds a tag to a contact record.
  • Add Tag to Contact - Contact — Adds a tag to a contact record.
  • Delete Activity - Call — Deletes a call record.
  • Delete Activity - Call — Deletes a call record.
  • Delete Activity - Email — Deletes an email record.
  • Delete Activity - Email — Deletes an email record.
  • Delete Activity - Event — Deletes an event record.
  • Delete Activity - Event — Deletes an event record.
  • Delete Activity - Letter — Deletes a letter record.
  • Delete Activity - Letter — Deletes a letter record.
  • Delete Activity - Mass Email — Deletes a mass email record.
  • Delete Activity - Mass Email — Deletes a mass email record.
  • Delete Activity - Meeting — Deletes a meeting record.
  • Delete Activity - Meeting — Deletes a meeting record.
  • Delete Activity - Task — Deletes a task record.
  • Delete Activity - Task — Deletes a task record.
  • Delete Address From Contact - Account — Deletes address from an account.
  • Delete Address From Contact - Account — Deletes address from an account.
  • Delete Business - Deal — Deletes a deal record.
  • Delete Business - Deal — Deletes a deal record.
  • Delete Business - Price List — Deletes a price list record.
  • Delete Business - Price List — Deletes a price list record.
  • Delete Business - Product — Deletes a product record.
  • Delete Business - Product — Deletes a product record.
  • Delete Business - Project — Deletes a project record.
  • Delete Business - Project — Deletes a project record.
  • Delete Business - Quote — Deletes a quote record.
  • Delete Business - Quote — Deletes a quote record.
  • Delete Business - Sales Order — Deletes a sales order record.
  • Delete Business - Sales Order — Deletes a sales order record.
  • Delete Contact - Account — Deletes an account record.
  • Delete Contact - Account — Deletes an account record.
  • Delete Contact - Contact — Deletes an contact record.
  • Delete Contact - Contact — Deletes an contact record.
  • Delete Contact - Lead — Deletes a lead record.
  • Delete Contact - Lead — Deletes a lead record.
  • Delete DMS - Document — Deletes a document record.
  • Delete DMS - Document — Deletes a document record.
  • Delete Invoice — Deletes an invoice record.
  • Delete Invoice — Deletes an invoice record.
  • Delete Item of Business - Deal — Deletes the item of a deal.
  • Delete Item of Business - Deal — Deletes the item of a deal.
  • Delete Item of Business - Quote — Deletes the item of a quote.
  • Delete Item of Business - Quote — Deletes the item of a quote.
  • Delete Item of Business - Sales Order — Deletes the item of a sales order.
  • Delete Item of Business - Sales Order — Deletes the item of a sales order.
  • Delete Participant From Business - Deal — Deletes a deal participant
  • Delete Participant From Business - Deal — Deletes a deal participant
  • Delete Participant From Business - Project — Deletes a project participant
  • Delete Participant From Business - Project — Deletes a project participant
  • Delete Tag From Contact - Account — Removes a tag from an account record.
  • Delete Tag From Contact - Account — Removes a tag from an account record.
  • Delete Tag From Contact - Contact — Removes a tag from a contact record.
  • Delete Tag From Contact - Contact — Removes a tag from a contact record.
  • Find or Create Account — Getting list of accounts. This list can be filtered, sorted and paginated.
  • Find or Create Account — Getting list of accounts. This list can be filtered, sorted and paginated.
  • Find or Create Call — Getting list of calls. This list can be filtered, sorted and paginated.
  • Find or Create Call — Getting list of calls. This list can be filtered, sorted and paginated.
  • Find or Create Deal — Getting list of Deals. This list can be filtered, sorted and paginated.
  • Find or Create Deal — Getting list of Deals. This list can be filtered, sorted and paginated.
  • Find or Create Email — Getting list of Emails. This list can be filtered, sorted and paginated.
  • Find or Create Email — Getting list of Emails. This list can be filtered, sorted and paginated.
  • Find or Create Event — Getting list of Events. This list can be filtered, sorted and paginated.
  • Find or Create Event — Getting list of Events. This list can be filtered, sorted and paginated.
  • Find or Create Folder — Browsing the folder structure. The result is a list of folders, files, and links that are relevant to the filtered path.
  • Find or Create Folder — Browsing the folder structure. The result is a list of folders, files, and links that are relevant to the filtered path.
  • Find or Create Lead — Getting list of leads. This list can be filtered, sorted and paginated.
  • Find or Create Lead — Getting list of leads. This list can be filtered, sorted and paginated.
  • Find or Create Letter — Getting list of letters. This list can be filtered, sorted and paginated.
  • Find or Create Letter — Getting list of letters. This list can be filtered, sorted and paginated.
  • Find or Create Mass Email — Getting list of Mass Emails. This list can be filtered, sorted and paginated.
  • Find or Create Mass Email — Getting list of Mass Emails. This list can be filtered, sorted and paginated.
  • Find or Create Meeting — Getting list of Meetings. This list can be filtered, sorted and paginated.
  • Find or Create Meeting — Getting list of Meetings. This list can be filtered, sorted and paginated.
  • Find or Create Person — Getting list of contacts. This list can be filtered, sorted and paginated.
  • Find or Create Person — Getting list of contacts. This list can be filtered, sorted and paginated.
  • Find or Create Price List — Getting list of Price Lists. This list can be filtered, sorted and paginated.
  • Find or Create Price List — Getting list of Price Lists. This list can be filtered, sorted and paginated.
  • Find or Create Product — Getting list of Products. This list can be filtered, sorted and paginated.
  • Find or Create Product — Getting list of Products. This list can be filtered, sorted and paginated.
  • Find or Create Project — Getting list of Projects. This list can be filtered, sorted and paginated.
  • Find or Create Project — Getting list of Projects. This list can be filtered, sorted and paginated.
  • Find or Create Quote — Getting list of Quotes. This list can be filtered, sorted and paginated.
  • Find or Create Quote — Getting list of Quotes. This list can be filtered, sorted and paginated.
  • Find or Create Sales Order — Getting list of Sales orders. This list can be filtered, sorted and paginated.
  • Find or Create Sales Order — Getting list of Sales orders. This list can be filtered, sorted and paginated.
  • Find or Create Task — Getting list of Tasks. This list can be filtered, sorted and paginated.
  • Find or Create Task — Getting list of Tasks. This list can be filtered, sorted and paginated.
  • Find or Create deal participant — Gets a list of deal participants for a specific record. This list can be filtered, sorted and paginated.
  • Find or Create deal participant — Gets a list of deal participants for a specific record. This list can be filtered, sorted and paginated.
  • Find or Create invoice — Gets a list of invoices. This list can be filtered.
  • Find or Create invoice — Gets a list of invoices. This list can be filtered.
  • Find or Create project participant — Gets a list of project participants for a specific record. This list can be filtered, sorted and paginated.
  • Find or Create project participant — Gets a list of project participants for a specific record. This list can be filtered, sorted and paginated.
  • Invalidate Business - Deal — Invalidates a deal record.
  • Invalidate Business - Deal — Invalidates a deal record.
  • Invalidate Business - Product — Invalidates a product record.
  • Invalidate Business - Product — Invalidates a product record.
  • Invalidate Business - Project — Invalidates a project record.
  • Invalidate Business - Project — Invalidates a project record.
  • Invalidate Business - Quote — Invalidates a quote record.
  • Invalidate Business - Quote — Invalidates a quote record.
  • Invalidate Business - Sales Order — Invalidates a sales order record.
  • Invalidate Business - Sales Order — Invalidates a sales order record.
  • Invalidate Contact - Account — Invalidates an account record.
  • Invalidate Contact - Account — Invalidates an account record.
  • Invalidate Contact - Contact — Invalidates a contact record.
  • Invalidate Contact - Contact — Invalidates a contact record.
  • Invalidate DMS - Document — Invalidates a document record.
  • Invalidate DMS - Document — Invalidates a document record.
  • Lock Activity - Call — Locks a call record for editing.
  • Lock Activity - Call — Locks a call record for editing.
  • Lock Activity - Email — Locks an email record for editing.
  • Lock Activity - Email — Locks an email record for editing.
  • Lock Activity - Event — Locks an event record for editing.
  • Lock Activity - Event — Locks an event record for editing.
  • Lock Activity - Letter — Locks a letter record for editing.
  • Lock Activity - Letter — Locks a letter record for editing.
  • Lock Activity - Meeting — Locks a meeting record for editing.
  • Lock Activity - Meeting — Locks a meeting record for editing.
  • Lock Activity - Task — Locks a task record for editing.
  • Lock Activity - Task — Locks a task record for editing.
  • Lock Business - Deal — Locks a deal record for editing.
  • Lock Business - Deal — Locks a deal record for editing.
  • Lock Business - Price List — Locks a price list record for editing.
  • Lock Business - Price List — Locks a price list record for editing.
  • Lock Business - Project — Locks a project record for editing.
  • Lock Business - Project — Locks a project record for editing.
  • Lock Business - Quote — Locks a quote record for editing.
  • Lock Business - Quote — Locks a quote record for editing.
  • Lock Contact - Account — Locks an account record for editing.
  • Lock Contact - Account — Locks an account record for editing.
  • Lock Contact - Contact — Locks a contact record for editing.
  • Lock Contact - Contact — Locks a contact record for editing.
  • Lock Contact - Lead — Locks a lead record for editing.
  • Lock Contact - Lead — Locks a lead record for editing.
  • Lock Contact - Sales Order — Locks a sales order record for editing.
  • Lock Contact - Sales Order — Locks a sales order record for editing.
  • Lock DMS - Document — Locks a document record for editing.
  • Lock DMS - Document — Locks a document record for editing.
  • Lock Invoice — Locks an invoice record for editing.
  • Lock Invoice — Locks an invoice record for editing.
  • Modify Item of Business - Deal — Modifies the item of a deal.
  • Modify Item of Business - Deal — Modifies the item of a deal.
  • Modify Item of Business - Quote — Modifies the item of a quote.
  • Modify Item of Business - Quote — Modifies the item of a quote.
  • Modify Item of Business - Sales Order — Modifies the item of a sales order.
  • Modify Item of Business - Sales Order — Modifies the item of a sales order.
  • Modifying Activity - Call — Modifying Call data.
  • Modifying Activity - Call — Modifying Call data.
  • Modifying Activity - Email — Modifying Email data.
  • Modifying Activity - Email — Modifying Email data.
  • Modifying Activity - Event — Modifying Event data.
  • Modifying Activity - Event — Modifying Event data.
  • Modifying Activity - Letter — Modifying Letter data.
  • Modifying Activity - Letter — Modifying Letter data.
  • Modifying Activity - Mass Email — Modifying Mass Email data.
  • Modifying Activity - Mass Email — Modifying Mass Email data.
  • Modifying Activity - Meeting — Modifying Meeting data.
  • Modifying Activity - Meeting — Modifying Meeting data.
  • Modifying Activity - Task — Modifying Task data.
  • Modifying Activity - Task — Modifying Task data.
  • Modifying Business - Deal — Modifying Deal data.
  • Modifying Business - Deal — Modifying Deal data.
  • Modifying Business - Price List — Modifying Price List data.
  • Modifying Business - Price List — Modifying Price List data.
  • Modifying Business - Product — Modifying Product data.
  • Modifying Business - Product — Modifying Product data.
  • Modifying Business - Project — Modifying Project data.
  • Modifying Business - Project — Modifying Project data.
  • Modifying Business - Quote — Modifying Quote data.
  • Modifying Business - Quote — Modifying Quote data.
  • Modifying Business - Sales Order — Modifying Sales order data.
  • Modifying Business - Sales Order — Modifying Sales order data.
  • Modifying Contacts - Account — Modifying Account data.
  • Modifying Contacts - Account — Modifying Account data.
  • Modifying Contacts - Contact — Modifying Contact data.
  • Modifying Contacts - Contact — Modifying Contact data.
  • Modifying Contacts - Lead — Modifying Lead data.
  • Modifying Contacts - Lead — Modifying Lead data.
  • Modifying DMS - Document — Modifying Document data.
  • Modifying DMS - Document — Modifying Document data.
  • Modifying Invoice — Modifying Invoice data.
  • Modifying Invoice — Modifying Invoice data.
  • New Activity - Call — Creating new Call.
  • New Activity - Call — Creating new Call.
  • New Activity - Email — Creating new Email.
  • New Activity - Email — Creating new Email.
  • New Activity - Event — Creating new Event.
  • New Activity - Event — Creating new Event.
  • New Activity - Letter — Creating new Letter.
  • New Activity - Letter — Creating new Letter.
  • New Activity - Mass Email — Creating new Mass Email.
  • New Activity - Mass Email — Creating new Mass Email.
  • New Activity - Meeting — Creating new Meeting.
  • New Activity - Meeting — Creating new Meeting.
  • New Activity - Task — Creating new Task.
  • New Activity - Task — Creating new Task.
  • New Business - Deal — Creating new Deal.
  • New Business - Deal — Creating new Deal.
  • New Business - Price List — Creating new Price List.
  • New Business - Price List — Creating new Price List.
  • New Business - Product — Creating new Product.
  • New Business - Product — Creating new Product.
  • New Business - Project — Creating new Project.
  • New Business - Project — Creating new Project.
  • New Business - Quote — Creating new Quote.
  • New Business - Quote — Creating new Quote.
  • New Business - Sales Order — Creating new Sales order.
  • New Business - Sales Order — Creating new Sales order.
  • New Contact - Account — Creating new Account with addresses.
  • New Contact - Account — Creating new Account with addresses.
  • New Contact - Contact — Creating new contact.
  • New Contact - Contact — Creating new contact.
  • New Contact - Lead — Creating new lead. With the option to send a notification about the creation of the lead to selected email addresses (suitable for web forms).
  • New Contact - Lead — Creating new lead. With the option to send a notification about the creation of the lead to selected email addresses (suitable for web forms).
  • New DMS - Document — Adding new Document into documents.
  • New DMS - Document — Adding new Document into documents.
  • New DMS - Folder — Creating new folder in Documents. The folder must have a unique name within its classification and must not contain some special characters.
  • New DMS - Folder — Creating new folder in Documents. The folder must have a unique name within its classification and must not contain some special characters.
  • New Invoice — Creates a new invoice
  • New Invoice — Creates a new invoice
  • Renew Validity of Business - Deal — Renews the validity of a deal record.
  • Renew Validity of Business - Deal — Renews the validity of a deal record.
  • Renew Validity of Business - Product — Renews validity of a product record.
  • Renew Validity of Business - Product — Renews validity of a product record.
  • Renew Validity of Business - Project — Renews validity of a project record.
  • Renew Validity of Business - Project — Renews validity of a project record.
  • Renew Validity of Business - Quote — Renews validity of a quote record.
  • Renew Validity of Business - Quote — Renews validity of a quote record.
  • Renew Validity of Business - Sales Order — Renews validity of a sales order record.
  • Renew Validity of Business - Sales Order — Renews validity of a sales order record.
  • Renew Validity of Contact - Account — Renews the validity of an account record.
  • Renew Validity of Contact - Account — Renews the validity of an account record.
  • Renew Validity of Contact - Contact — Renews the validity of a contact record.
  • Renew Validity of Contact - Contact — Renews the validity of a contact record.
  • Renew Validity of DMS - Document — Renews validity of a document record.
  • Renew Validity of DMS - Document — Renews validity of a document record.
  • Unlock Activity - Call — Unlocks a call record for editing.
  • Unlock Activity - Call — Unlocks a call record for editing.
  • Unlock Activity - Email — Unlocks an email record for editing.
  • Unlock Activity - Email — Unlocks an email record for editing.
  • Unlock Activity - Event — Unlocks an event record for editing.
  • Unlock Activity - Event — Unlocks an event record for editing.
  • Unlock Activity - Letter — Unlocks a letter record for editing.
  • Unlock Activity - Letter — Unlocks a letter record for editing.
  • Unlock Activity - Meeting — Unlocks a meeting record for editing.
  • Unlock Activity - Meeting — Unlocks a meeting record for editing.
  • Unlock Activity - Task — Unlocks a task record for editing.
  • Unlock Activity - Task — Unlocks a task record for editing.
  • Unlock Business - Deal — Unlocks a deal record for editing.
  • Unlock Business - Deal — Unlocks a deal record for editing.
  • Unlock Business - Price List — Unlocks a price list record for editing.
  • Unlock Business - Price List — Unlocks a price list record for editing.
  • Unlock Business - Project — Unlocks a project record for editing.
  • Unlock Business - Project — Unlocks a project record for editing.
  • Unlock Business - Quote — Unlocks a quote record for editing.
  • Unlock Business - Quote — Unlocks a quote record for editing.
  • Unlock Contact - Account — Unlocks an account record for editing.
  • Unlock Contact - Account — Unlocks an account record for editing.
  • Unlock Contact - Contact — Unlocks a contact record for editing.
  • Unlock Contact - Contact — Unlocks a contact record for editing.
  • Unlock Contact - Lead — Unlocks a lead record for editing.
  • Unlock Contact - Lead — Unlocks a lead record for editing.
  • Unlock Contact - Sales Order — Unlocks a sales order record for editing.
  • Unlock Contact - Sales Order — Unlocks a sales order record for editing.
  • Unlock DMS - Document — Unlocks a document record for editing.
  • Unlock DMS - Document — Unlocks a document record for editing.
  • Unlock Invoice — Unlocks an invoice record for editing.
  • Unlock Invoice — Unlocks an invoice record for editing.

Searches (78)

Look up existing records

  • Detail of Activity - Call — Getting call detail. If the call record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Call — Getting call detail. If the call record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Email — Getting email detail. If the email record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Email — Getting email detail. If the email record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Event — Getting event detail. If the event record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
Show 73 more searches
  • Detail of Activity - Event — Getting event detail. If the event record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Letter — Getting letter detail. If the letter record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Letter — Getting letter detail. If the letter record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Mass Email — Getting mass email detail.
  • Detail of Activity - Mass Email — Getting mass email detail.
  • Detail of Activity - Meeting — Getting meeting detail. If the meeting record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Meeting — Getting meeting detail. If the meeting record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Task — Getting task detail. If the task record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Activity - Task — Getting task detail. If the task record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Deal — Getting deal detail. If the deal record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Deal — Getting deal detail. If the deal record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Price List — Getting price list detail.
  • Detail of Business - Price List — Getting price list detail.
  • Detail of Business - Product — Getting product detail. If the product record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Product — Getting product detail. If the product record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Project — Getting project detail. If the project record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Project — Getting project detail. If the project record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Quote — Getting quote detail. If the quote record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Quote — Getting quote detail. If the quote record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Sales Order — Getting sales order detail. If the sales order record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Business - Sales Order — Getting sales order detail. If the sales order record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Contacts - Account — Getting account detail. In the detail, the account is listed with all recorded data including all recorded addresses. If the account record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Contacts - Account — Getting account detail. In the detail, the account is listed with all recorded data including all recorded addresses. If the account record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Contacts - Contact — Getting Contact detail If the contact record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Contacts - Contact — Getting Contact detail If the contact record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Contacts - Lead — Getting lead detail If the lead record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of Contacts - Lead — Getting lead detail If the lead record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of DMS - Document — Getting document detail.
  • Detail of DMS - Document — Getting document detail.
  • Detail of DMS - File Download — Downloading the file from the CRM system (attachments, logos, etc.).
  • Detail of DMS - File Download — Downloading the file from the CRM system (attachments, logos, etc.).
  • Detail of Invoice — Getting invoice detail.
  • Detail of Invoice — Getting invoice detail.
  • List of Activities - Calls — Getting list of calls. This list can be filtered, sorted and paginated.
  • List of Activities - Calls — Getting list of calls. This list can be filtered, sorted and paginated.
  • List of Activities - Emails — Getting list of Emails. This list can be filtered, sorted and paginated.
  • List of Activities - Emails — Getting list of Emails. This list can be filtered, sorted and paginated.
  • List of Activities - Events — Getting list of Events. This list can be filtered, sorted and paginated.
  • List of Activities - Events — Getting list of Events. This list can be filtered, sorted and paginated.
  • List of Activities - Letters — Getting list of letters. This list can be filtered, sorted and paginated.
  • List of Activities - Letters — Getting list of letters. This list can be filtered, sorted and paginated.
  • List of Activities - Mass Email — Getting list of Mass Emails. This list can be filtered, sorted and paginated.
  • List of Activities - Mass Email — Getting list of Mass Emails. This list can be filtered, sorted and paginated.
  • List of Activities - Meetings — Getting list of Meetings. This list can be filtered, sorted and paginated.
  • List of Activities - Meetings — Getting list of Meetings. This list can be filtered, sorted and paginated.
  • List of Activities - Tasks — Getting list of Tasks. This list can be filtered, sorted and paginated.
  • List of Activities - Tasks — Getting list of Tasks. This list can be filtered, sorted and paginated.
  • List of Business - Deals — Getting list of Deals. This list can be filtered, sorted and paginated.
  • List of Business - Deals — Getting list of Deals. This list can be filtered, sorted and paginated.
  • List of Business - Price Lists — Getting list of Price Lists. This list can be filtered, sorted and paginated.
  • List of Business - Price Lists — Getting list of Price Lists. This list can be filtered, sorted and paginated.
  • List of Business - Products — Getting list of Products. This list can be filtered, sorted and paginated.
  • List of Business - Products — Getting list of Products. This list can be filtered, sorted and paginated.
  • List of Business - Projects — Getting list of Projects. This list can be filtered, sorted and paginated.
  • List of Business - Projects — Getting list of Projects. This list can be filtered, sorted and paginated.
  • List of Business - Quotes — Getting list of Quotes. This list can be filtered, sorted and paginated.
  • List of Business - Quotes — Getting list of Quotes. This list can be filtered, sorted and paginated.
  • List of Business - Sales Orders — Getting list of Sales orders. This list can be filtered, sorted and paginated.
  • List of Business - Sales Orders — Getting list of Sales orders. This list can be filtered, sorted and paginated.
  • List of Contacts - Accounts — Getting list of accounts. This list can be filtered, sorted and paginated.
  • List of Contacts - Accounts — Getting list of accounts. This list can be filtered, sorted and paginated.
  • List of Contacts - Contacts — Getting list of contacts. This list can be filtered, sorted and paginated.
  • List of Contacts - Contacts — Getting list of contacts. This list can be filtered, sorted and paginated.
  • List of Contacts - Leads — Getting list of leads. This list can be filtered, sorted and paginated.
  • List of Contacts - Leads — Getting list of leads. This list can be filtered, sorted and paginated.
  • List of DMS - Folders and Files — Browsing the folder structure. The result is a list of folders, files, and links that are relevant to the filtered path.
  • List of DMS - Folders and Files — Browsing the folder structure. The result is a list of folders, files, and links that are relevant to the filtered path.
  • List of Invoices — Gets a list of invoices. This list can be filtered.
  • List of Invoices — Gets a list of invoices. This list can be filtered.
  • List of Participants of Business - Deal — Gets a list of deal participants for a specific record. This list can be filtered, sorted and paginated.
  • List of Participants of Business - Deal — Gets a list of deal participants for a specific record. This list can be filtered, sorted and paginated.
  • List of Participants of Business - Project — Gets a list of project participants for a specific record. This list can be filtered, sorted and paginated.
  • List of Participants of Business - Project — Gets a list of project participants for a specific record. This list can be filtered, sorted and paginated.

RAYNET CRM operations on Make

Triggers (17)

Start a workflow when this happens

  • React to webhook — Activates when a watched webhook is triggered.
  • Watch activity - calls — Lists all changed or new phone call records since the last call of the module or since a specified date.
  • Watch activity - emails — Lists all changed or new email records since the last call of the module or since a specified date.
  • Watch activity - events — Lists all changed or new event records since the last call of the module or since a specified date.
  • Watch activity - letters — Lists all changed or new letter records since the last call of the module or since a specified date.
Show 12 more triggers
  • Watch activity - mass email — Lists all changed or new mass email records since the last call of the module or since a specified date.
  • Watch activity - meetings — Lists all changed or new meeting records since the last call of the module or since a specified date.
  • Watch activity - tasks — Lists all changed or new task records since the last call of the module or since a specified date.
  • Watch business - deals — Lists all changed deal records since the last call of the module or since a specified date.
  • Watch business - price lists — Lists all changed price list records since the last call of the module or since a specified date.
  • Watch business - products — Lists all changed product records since the last call of the module or since a specified date.
  • Watch business - projects — Lists all changed project records since the last call of the module or since a specified date.
  • Watch business - quotes — Lists all changed quote records since the last call of the module or since a specified date.
  • Watch business - sales orders — Lists all changed sales order records since the last call of the module or since a specified date.
  • Watch contact - accounts — Lists all changed account records since the last call of the module or since a specified date.
  • Watch contact - contacts — Lists all changed contact records since the last call of the module or since a specified date.
  • Watch contact - leads — Lists all changed lead records since the last call of the module or since a specified date.

Actions (132)

Things Salesflare can make it do

  • Account: add address — Adds address to an account. This address will be non-primary.
  • Account: delete address — Deletes an account address.
  • Account: modify address — Modifies an account address.
  • Add tag to account — Adds a tag to an account record.
  • Add tag to contact — Adds a tag to a contact record.
Show 127 more actions
  • Create activity - call — Creates a new call.
  • Create activity - email — Creates a new email.
  • Create activity - event — Creates a new event.
  • Create activity - letter — Creates a new letter.
  • Create activity - mass email — Creates a new mass email.
  • Create activity - meeting — Creates a new meeting.
  • Create activity - task — Creates a new task.
  • Create business - deal — Creates a new deal.
  • Create business - price list — Creates a new price list.
  • Create business - product — Creates a new product.
  • Create business - project — Creates a new project.
  • Create business - quote — Creates a new quote.
  • Create business - sales order — Creates a new sales order.
  • Create contact - account — Creates a new account with addresses.
  • Create contact - contact — Creates a new contact person record.
  • Create contact - lead — Creates a new lead with an option to notify selected emails about the creation.
  • Create document - folder — Creates a new folder.
  • Create document - upload or link document — Creates a new document.
  • Create invoice — Creates a new invoice.
  • Deal: add item — Adds an item to the deal. This item can be created for this deal specifically, or an existing item can be linked to this deal.
  • Deal: delete item — Deletes a deal item.
  • Deal: modify item — Modifies a deal item.
  • Delete activity - call — Deletes a call record.
  • Delete activity - email — Deletes an email record.
  • Delete activity - event — Deletes an event record.
  • Delete activity - letter — Deletes a letter record.
  • Delete activity - mass email — Deletes a mass email record.
  • Delete activity - meeting — Deletes a meeting record.
  • Delete activity - task — Deletes a task record.
  • Delete business - deal — Deletes a deal record.
  • Delete business - price list — Deletes a price list record.
  • Delete business - product — Deletes a product record.
  • Delete business - project — Deletes a project record.
  • Delete business - quote — Deletes a quote record.
  • Delete business - sales order — Deletes a sales order record.
  • Delete contact - account — Deletes an account record.
  • Delete contact - contact — Deletes a contact record.
  • Delete contact - lead — Deletes a lead record.
  • Delete documents - document — Deletes a document record.
  • Delete documents - folder — Deletes a document record.
  • Delete invoice — Deletes an invoice record.
  • Delete tag from account — Deletes a tag from an account record.
  • Delete tag from contact — Deletes a tag from contact record.
  • Detail of activity - call — Gets call detail. If the call record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of activity - email — Gets email detail. If the email record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of activity - event — Gets event detail. If the event record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of activity - letter — Gets letter detail. If the letter record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of activity - mass email — Gets mass email detail.
  • Detail of activity - meeting — Gets meeting detail. If the meeting record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of activity - task — Gets task detail. If the task record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of business - deal — Gets deal detail. If the deal record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of business - price list — Gets price list detail. If the price list record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of business - product — Gets product detail. If the product record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of business - project — Gets project detail. If the project record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of business - quote — Gets quote detail. If the quote record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of business - sales order — Gets sales order detail. If the sales order record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of contact - account — Gets account detail. In the detail, the account is listed with all recorded data including all recorded addresses. If the account record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of contact - contact — Getting contact detail. The contact detail shows the contact with all recorded data including all recorded relationships to individual accounts. If the contact record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of contact - lead — Gets the lead detail. If the lead record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
  • Detail of document - document — Gets document detail.
  • Detail of invoice — Gets invoice detail.
  • Download file — Downloads a file.
  • Invalidate business - deal — Sets a deal record to invalid.
  • Invalidate business - product — Sets a product record to invalid.
  • Invalidate business - project — Sets a project record to invalid.
  • Invalidate business - quote — Sets a quote record to invalid.
  • Invalidate business - sales order — Sets a sales order record to invalid.
  • Invalidate contact - account — Sets an account record to invalid.
  • Invalidate contact - contact — Sets a contact record to invalid.
  • Invalidate documents - document — Sets a document record to invalid.
  • Lock activity — Locks an activity record of the selected type for editing: task, meeting, event, email, call, or letter.
  • Lock business - deal — Locks a deal record for editing.
  • Lock business - price list — Locks a price list record for editing.
  • Lock business - project — Locks a project record for editing.
  • Lock business - quote — Locks a quote record for editing.
  • Lock business - sales order — Locks a sales order record for editing.
  • Lock contact - account — Locks an account record for editing.
  • Lock contact - contact — Locks a contact record for editing.
  • Lock contact - lead — Locks a lead record for editing.
  • Lock documents - document — Locks a document record for editing.
  • Lock invoice — Locks an invoice record for editing.
  • Make an API call — Makes a custom API call. Query string, URL, request body, and request method can be specified.
  • Modify activity - call — Modifies the data of a call record.
  • Modify activity - email — Modifies the data of an email record.
  • Modify activity - event — Modifies the data of an event record.
  • Modify activity - letter — Modifies the data of a letter record.
  • Modify activity - mass email — Modifies the data of a mass email record.
  • Modify activity - meeting — Modifies the data of a meeting record.
  • Modify activity - task — Modifies the data of a task record.
  • Modify business - deal — Modifies the data of a deal record.
  • Modify business - price list — Modifies the data of a price list record.
  • Modify business - product — Modifies the data of a product record.
  • Modify business - project — Modifies the data of a project record.
  • Modify business - quote — Modifies the data of a quote record.
  • Modify business - sales order — Modifies the data of a sales order record.
  • Modify contact - account — Modifies the data of an account record.
  • Modify contact - contact — Modifies the data of a contact record.
  • Modify contact - lead — Modifies the data of a lead record.
  • Modify documents - document — Modifies document data.
  • Modify invoice — Modifies the data of an invoice record.
  • Quote: add item — Adds an item to the quote. This item can be created for this deal specifically, or an existing item can be linked to this deal.
  • Quote: delete item — Deletes a quote item.
  • Quote: modify item — Modifies a quote item.
  • Renew validity of business - deal — Sets an invalidated deal record back to valid.
  • Renew validity of business - product — Sets an invalidated product record back to valid.
  • Renew validity of business - project — Sets an invalidated project record back to valid.
  • Renew validity of business - quote — Sets an invalidated quote record back to valid.
  • Renew validity of contact - account — Sets an invalidated account record back to valid.
  • Renew validity of contact - contact — Sets an invalidated contact record back to valid.
  • Renew validity of contact - sales order — Sets an invalidated sales order record back to valid.
  • Renew validity of document - document — Sets an invalidated document record back to valid.
  • Sales order: add item — Adds an item to the sales order. This item can be created for this deal specifically, or an existing item can be linked to this deal.
  • Sales order: delete item — Deletes a sales orderitem.
  • Sales order: modify item — Modifies a sales order item.
  • Unlock activity — Unlocks an activity record of the selected type for editing.
  • Unlock business - deal — Unlocks a deal record for editing.
  • Unlock business - price list — Unlocks a price list record for editing.
  • Unlock business - project — Unlocks a project record for editing.
  • Unlock business - quote — Unlocks a quote record for editing.
  • Unlock business - sales order — Unlocks a sales order record for editing.
  • Unlock contact - account — Unlocks an account record for editing.
  • Unlock contact - contact — Unlocks a contact record for editing.
  • Unlock contact - lead — Unlocks a lead record for editing.
  • Unlock documents - document — Unlocks a document record for editing.
  • Unlock invoice — Unlocks an invoice record for editing.
  • Upload file as a custom field attachment — Uploads a file and saves it as an attachment for the given entity's custom field
  • Upload file as attachment — Uploads a file and saves it as an attachment for the given entity

Searches (24)

Look up existing records

  • Add deal participant — Adds a participant to a deal - either a contact, or an account.
  • Add project participant — Adds a participant to a project - either a contact, or an account.
  • Delete deal participant — Removes a participant from a deal.
  • Delete project participant — Removes a participant from a project.
  • List deal participants — Returns list of participants of a deal. This list can be filtered and sorted.
Show 19 more searches
  • List of activity - all activities — Returns list of activities of all types. This list can be filtered and sorted.
  • List of activity - calls — Returns list of calls. This list can be filtered and sorted.
  • List of activity - emails — Returns list of e-mails. This list can be filtered and sorted.
  • List of activity - events — Returns list of events. This list can be filtered and sorted.
  • List of activity - letters — Returns list of letters. This list can be filtered and sorted.
  • List of activity - mass emails — Returns list of mass e-mails. This list can be filtered and sorted.
  • List of activity - meetings — Returns list of meetings. This list can be filtered and sorted.
  • List of activity - tasks — Returns list of tasks. This list can be filtered and sorted.
  • List of business - deals — Returns list of deals. This list can be filtered and sorted.
  • List of business - price lists — Returns list of price lists. This list can be filtered and sorted.
  • List of business - products — Returns list of products. This list can be filtered and sorted.
  • List of business - projects — Returns list of projects. This list can be filtered and sorted.
  • List of business - quotes — Returns list of quotes. This list can be filtered and sorted.
  • List of business - sales orders — Returns list of sales orders. This list can be filtered and sorted.
  • List of contacts - accounts — Returns list of accounts. This list can be filtered and sorted.
  • List of contacts - contacts — Returns list of contacts. This list can be filtered and sorted.
  • List of contacts - leads — Returns list of leads. This list can be filtered and sorted.
  • List of invoices — Returns list of invoices. This list can be filtered and sorted.
  • List project participants — Returns list of participants of a project. This list can be filtered and sorted.

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