Runn and Salesflare

How to connect Runn

What you can automate

  • When new Assignment in Runn, create task in Salesflare.
  • When new Client in Runn, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new People Tag in Runn, find or create contact in Salesflare.
  • When new Person in Runn, find or create contact in Salesflare.
  • When new Rate Card in Runn, create task in Salesflare.
  • When new Task in Salesflare, create Assignment in Runn.

About Runn

Runn is a resource management platform that helps teams align people, projects, and strategy with real-time visibility into capacity and demand.

Runn operations on Zapier

Triggers (16)

Start a workflow when this happens

  • New Assignment — Triggers when a new assignment is created.
  • New Client — Triggers when a new client is created.
  • New Contract — Triggers when a new contract is created.
  • New Holiday Group — Triggers when a new holiday group is created.
  • New People Tag — Triggers when a new people tag is created.
Show 11 more triggers
  • New Person — Triggers when a new person is created.
  • New Project — Triggers when a new project is created.
  • New Project Tag — Triggers when a new project tag is created.
  • New Rate Card — Triggers when a new rate card is created.
  • New Role — Triggers when a new role is created.
  • New Skill — Triggers when a new skill is created.
  • New Team — Triggers when a new team is created.
  • New Time Off — Triggers when a new time off (leave) is created.
  • New Timesheet — Triggers when a new timesheet is entered.
  • New User — Triggers when a new user is created.
  • New Workstream — Triggers when a new workstream is created.

Actions (13)

Things Salesflare can make it do

  • Assign a Manager — Assigns a manager to a person.
  • Create Assignment — Creates an assignment
  • Create Client — Creates a new client.
  • Create Contract — Creates a new contract.
  • Create Person — Creates a new person.
Show 8 more actions
  • Create Project — Creates a new project.
  • Create Role — Creates a new role.
  • Create Skill — Create a new skill.
  • Create Timesheet (Actual) — Creates a timesheet entry.
  • Find or Create Clients — Finds a client.
  • Find or Create Person — Finds a person.
  • Find or Create Project — Finds a project.
  • Find or Create Roles — Finds a role.

Searches (4)

Look up existing records

  • Find Client — Finds a client.
  • Find Person — Finds a person.
  • Find Project — Finds a project.
  • Find Role — Finds a role.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free