What you can automate

When new Contact in Saturation, find or create contact in Salesflare.

When new Transaction in Saturation, create opportunity, then find or create contact in Salesflare.

When new Purchase Order in Saturation, create opportunity, then find or create contact in Salesflare.

When updated Transaction in Saturation, find or create contact in Salesflare.

About Saturation

Saturation is a production finance platform for film & TV — budgets, actuals, purchase orders, and receipts in one place.

Saturation operations on Zapier

Start a workflow when this happens

New Contact — Triggers when a contact (vendor, crew, company) is added to the workspace.
New Document — Triggers when a document (receipt, invoice, contract) is uploaded.
New Project — Triggers when a project is created in the workspace.
New Purchase Order — Triggers when a purchase order is created.
New Transaction — Triggers when a new transaction (actual) appears in the ledger — from any source: bank feed, card, or manual entry.

Show 4 more triggers

Updated Budget — Triggers when a budget changes (budget, line, phase data, tag assignment, or rate-pack edit) - synthesized so there is no per-edit blind spot.
Updated Document — Triggers when a document is linked to a transaction, purchase order, contact or project.
Updated Purchase Order — Triggers when a purchase order changes status (pending, approved, rejected, actualizing, paid or void). The event field carries the specific status. Use a Filter step to react to a specific status.
Updated Transaction — Triggers when a transaction is updated.

Things Salesflare can make it do

Change Purchase Order Status — Cancel a pending submission, link an actual transaction, mark the order paid, or void it.
Create Contact — Creates a contact (vendor, crew member, company) in the workspace. Pair with Find Contact for find-or-create.
Create Purchase Order — Creates a purchase order, optionally with line items.
Create Transaction — Creates a manual transaction in a project.
Link Document — Links an uploaded document (e.g. a receipt) to a transaction, purchase order, payment, budget line, contact or project.

Show 2 more actions

Update Transaction — Updates an existing transaction (actual) — assign it to a project, contact or budget line, or change its status or notes.
Upload Document — Uploads a document and optionally links it to a transaction, purchase order or contact.

Look up existing records

Find Budget Lines — Fetches the line-item detail of a project budget (account code, name, and per-phase base/fringe/total) — the breakdown behind the topsheet, e.g. for a full budget export to Google Sheets.
Find Budget Summary — Fetches a project budget topsheet: engine-computed totals (base, fringe, total) per phase — e.g. for a scheduled sync of actuals and estimates into Google Sheets.
Find Contact — Finds a contact (vendor, crew, company) by name, company or email. Pair with Create Contact for find-or-create.
Find Document — Finds a document by project, name or status.
Find Document Extraction — Fetches the structured data parsed from an uploaded document — vendor, amount, date and line items — to auto-fill a transaction from a receipt or invoice.

Show 2 more searches

Find Purchase Order — Finds purchase orders by number, status, vendor or project.
Find Transaction — Finds transactions (actuals) across the workspace (or a single project) by source, type, status, contact, budget line, date range, amount range or free text.

Saturation and Salesflare