RoboHead and Salesflare
How to connect RoboHead
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Note in RoboHead, create internal note in Salesflare.
- When new Task in Salesflare, create Task in RoboHead.
About RoboHead
RoboHead is a project management solution that helps teams focus on their people, deadlines, and creative deliverables.
RoboHead operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Note — Triggers when a new note is created.
- New Project — Triggers when a new project is created.
- Project Modified — Triggers when a project is modified.
- Project Status Changed — Triggers when a project status is changed.
Actions (5)
Things Salesflare can make it do
- Create Note — Create a note in RoboHead
- Create Project — Create a project in RoboHead
- Create Request — Creates a request in RoboHead
- Create Task — Create a project task in RoboHead
- Update Project — Update a project in RoboHead
Searches (2)
Look up existing records
- Find Project — Search for project in Robohead.
- Find Project Files — Search for project files in Robohead.
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