What you can automate

When new Affiliate Lead in Relavate, find or create contact in Salesflare.

When new Client in Relavate, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Deal in Relavate, create opportunity in Salesflare.

When new Deal Attachment in Relavate, create opportunity in Salesflare.

When new Deal Task in Relavate, create opportunity in Salesflare.

When new Implementation Task in Relavate, create task in Salesflare.

About Relavate

Relavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners

Relavate operations on Zapier

Triggers (22)

Start a workflow when this happens

New Affiliate Campaign — Triggers when a new affiliate campaign is created.
New Affiliate Lead — Triggers when a new affiliate lead is created.
New Client — Triggers when a new client is created.
New Deal — Triggers when a new deal is created.
New Deal Attachment — Triggers when a new deal attachment is added in any deal.

Show 17 more triggers

New Deal Task — Triggers when a new deal task is created in any deal.
New Implementation — Triggers when a new implementation is created.
New Implementation Activity — Triggers when a new implementation activity is created.
New Implementation Attachment — Triggers when a new implementation attachment is created.
New Implementation Task — Triggers when a new implementation task is created.
New Partner — Triggers when a new partner is created. Available for Vendors only.
New Referral — Triggers when a new referral is created.
New Referral Activity — Triggers when a new referral activity is created on any referral.
New Vendor — Triggers when a new vendor partner is created. Available for Partners only.
Updated Affiliate Campaign — Triggers when an affiliate campaign is updated.
Updated Affiliate Lead — Triggers when an affiliate lead is updated.
Updated Client — Triggers when a client is updated.
Updated Deal — Triggers when a deal is updated.
Updated Implementation — Triggers when an implementation is updated.
Updated Partner — Triggers when a partner is updated.
Updated Referral — Triggers when a referral is updated.
Updated Vendor — Triggers when a vendor is updated.

Actions (18)

Things Salesflare can make it do

Associate Client With Vendor — Associates a given client with a vendor. This method allows authenticated partners to link a client with a specific vendor by providing the vendorID.
Create Affiliate Lead — Creates a new affiliate lead
Create Client — Creates a new client (only available for authenticated partners, not vendors)
Create Deal — Creates a new deal
Create Deal Task — Creates a Deal Task for a given deal

Show 13 more actions

Create Implementation — Creates an implementation
Create Implementation Activity — Create a new activity for a specific implementation
Create Implementation Task — Create a new task associated with an implementation
Create Referral — Creates a new Referral
Create Referral Activity — Creates a new referral activity for a specific referral identified by the referralID. This allows you to add a new activity to the referral, such as notes, updates, or interactions.
Invite Partner — Invites a new partner to a vendor's program (only available for authenticated vendors)
Update Affiliate Lead — Updates an existing Affiliate Lead
Update Client — Updates an existing client details (only available for authenticated partners, not vendors)
Update Deal — Allows you to update an existing deal by specifying the deal ID in the URI. It is used to modify the details of a deal.
Update Deal Task — Allows partners to update an existing deal task
Update Implementation — Creates a new implementation
Update Implementation Task — Update an existing implementation task
Update Referral — Updates an existing referral

Relavate and Salesflare

How to connect Relavate

What you can automate

About Relavate

Relavate operations on Zapier

Triggers (22)

Actions (18)

Similar apps

Not using Salesflare yet?