Sally and Salesflare
How to connect Sally
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When new Summary for Appointment Created in Sally, create meeting, then create call in Salesflare.
- When new Task in Salesflare, create Task in Sally.
About Sally
Sally automatically transcribes meetings, creates clear summaries and transfers all notes & tasks to the tools of your choice.
Sally operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Summary for Appointment Created — Triggers when Sally has created a summary of the appointment.
- New Summary for Uploaded Video/Audio Recording Created — Triggers when a summary for a recording is created.
Actions (2)
Things Salesflare can make it do
- Create Appointment — Creates an Appointment within Sally
- Create Task — Creates a Task within Sally
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