Salesflare Salesflare Integrations

Relavate and Salesflare

CRM (Customer Relationship Management) relavate.co ↗

How to connect Relavate

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

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