Samdock and Salesflare
How to connect Samdock
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When deal Status Changed in Samdock, create opportunity in Salesflare.
- When new Lead / Deal in Samdock, find or create contact in Salesflare.
- When new Organization in Samdock, find or create account in Salesflare.
- When new Person in Samdock, find or create contact in Salesflare.
- When new Task in Samdock, create task in Salesflare.
- When new Account in Salesflare, create Organization in Samdock.
About Samdock
Samdock is a simple CRM system for small businesses.
Samdock operations on Zapier
Triggers (6)
Start a workflow when this happens
- Deal Status Changed — Triggers when the status of a deal gets changed.
- New Lead / Deal — Triggers when a new lead or a new deal is created.
- New Organization — Triggers when a new organization is created.
- New Person — Triggers when a new person is created.
- New Request — Triggers when a new request is created.
Show 1 more triggers
- New Task — Triggers when a new task is created.
Actions (10)
Things Salesflare can make it do
- Create Contact — Creates a new person, new organization or both linked together.
- Create Deal — This action creates a 'Deal' in Samdock.
- Create Lead — This action creates a 'Lead' in Samdock.
- Create Mail Activity for Incoming Email — This action will create activity for specified persons which will looks like incoming email in Samdock.
- Create Mail Activity for Outgoing Email — This action will create activity for specified persons which will looks like Outgoing email in Samdock.
Show 5 more actions
- Create Organization — This action creates an 'Organization' in Samdock.
- Create Person — This action creates a 'Person' in Samdock.
- Create Request — This action creates a 'Request' in Samdock.
- Create Task — This action creates a 'Task' in Samdock.
- Update Person — Update person
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