Reportei and Salesflare
How to connect Reportei
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — 11 modules available. Set it up ↗
About Reportei
Reportei is a tool that enables you to create digital marketing and sales reports and dashboards.
Reportei operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Automation Executed — Triggers when an automation runs in Reportei.
- New Dashboard Created — Triggers when a new dashboard is created in Reportei.
- New Goal Achieved — Triggers when a control goal is reached in Reportei.
- New Goal Not Achieved — Triggers when a control goal period ends without being achieved.
- New Report Created — Triggers when a new report is created in Reportei.
Show 2 more triggers
- New Timeline Milestone Created — Triggers when a new milestone is added to the timeline.
- Report Viewed — Triggers when a report is viewed in Reportei.
Actions (3)
Things Salesflare can make it do
- Add Milestone to Timeline — Adds a new event to the timeline in Reportei.
- Create a Dashboard — Creates a new dashboard in Reportei.
- Create a Report — Creates a new report in Reportei.
Reportei operations on Make
Triggers (7)
Start a workflow when this happens
- Watch Automation Executed — Triggers when an automation runs in Reportei.
- Watch Goal Achieved — Triggers when a control goal is reached in Reportei.
- Watch Goal Not Achieved — Triggers when a control goal period ends without being achieved.
- Watch New Dashboard Created — Triggers when a new dashboard is created in Reportei.
- Watch New Report Generated — Triggers when a new report is created in Reportei.
Show 2 more triggers
- Watch Report Viewed — Triggers when a client see a report
- Watch Timeline New Milestone — Triggers when a new milestone is added to the timeline.
Actions (4)
Things Salesflare can make it do
- Add Milestone to Timeline — Adds a new event to the timeline in Reportei.
- Create a Dashboard — Creates a new dashboard in Reportei.
- Create a Report — Creates a new report in Reportei.
- Make an API Call — Performs an arbitrary authorized API call.
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