RiskBase and Salesflare

How to connect RiskBase

About RiskBase

RiskBase is a tool to help organisations meet the requirements of the Fire Safety Act and Fire Safety England Regulations.

RiskBase operations on Zapier

Actions (19)

Things Salesflare can make it do

  • Add Property Team Users — Adds users to a property team.
  • Add User to Group — Adds a user to an existing group.
  • Create Group (SCIM) — Creates a new group with a name, description and members using SCIM.
  • Create Property — Creates a new property.
  • Create User (SCIM) — Creates a new user using SCIM.
Show 14 more actions
  • Create or Link User — Creates a new or links an existing user to your current organisation if their email already exists.
  • Create/Update Assessment Schedule — Creates or updates an assessment schedule for a property and assessment type.
  • Delete Group (SCIM) — Deletes an existing group using its ID using SCIM.
  • Delete User (SCIM) — Deletes a user using their ID using SCIM.
  • Get Assessment Bundle ZIP — Gets an assessment bundle ZIP based on assessment ID.
  • Get Assessment PDF Report — Gets an assessment PDF report based on the assessment ID.
  • Move Property — Moves a property to a different parent, such as a property group or organisation.
  • Overwrite Group (SCIM) — Overwrites an existing group using SCIM.
  • Overwrite User (SCIM) — Overwrites an existing user using SCIM.
  • Remove Property Team Users — Removes users from a property team.
  • Update Group (SCIM) — Updates an existing group using SCIM.
  • Update Property — Updates an existing property
  • Update Task Status — Updates the status of an existing task.
  • Update User (SCIM) — Updates a user using SCIM.

Searches (17)

Look up existing records

  • Find Assessment Schedules — Search for assessment schedules with filtering by property, type, and status.
  • Find Assessment Types — Retrieves all available assessment types from Riskbase.
  • Find Assessments — Search for assessments with filtering by property, type, status, and other criteria.
  • Find Groups (SCIM) — Finds groups based on their ID or display name, with options for how to sort any results using SCIM.
  • Find Plan Details — Finds details for a specific plan, including file content, based on its ID.
Show 12 more searches
  • Find Plans — Finds plans, with the option of filtering by property ID.
  • Find Properties — Search for properties by ID, custom reference, or retrieve all properties with optional filtering.
  • Find Property Groups — Gets all property groups, with filtering by different criteria.
  • Find Property Team — Finds a Property Team, based on name of the property group.
  • Find Property Tree — Returns all property trees within the organisation.
  • Find Property or Create — Finds a property or creates it and returns it if it does not exist using the customReference to search.
  • Find Task Statuses — Gets a list of all task status names.
  • Find Tasks — Find tasks with filtering by status, property, pagination, and optional inclusion of related data (users, teams, categories, severities, timescales).
  • Find Users — Finds RiskBase users based on their email or ID. A RiskBase user includes those added by the admin dashboard
  • Find Users (SCIM) — Finds users, with options to filter based on their email or ID using SCIM.
  • Find or Create User — Finds or creates a user based on their email/username.
  • Webhook Processor — Handles create, update, and delete webhooks from Riskbase and pulls out the affected object based on the type and id provided for a raw webhook response.

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