Salesflare Salesflare Integrations

ScalePad and Salesflare

IT Operations scalepad.com ↗

How to connect ScalePad

What you can automate

  • When meeting Updated in ScalePad, create meeting, then create call in Salesflare.
  • When new Client in ScalePad, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Contact in ScalePad, find or create contact in Salesflare.
  • When new Meeting in ScalePad, create meeting, then create call in Salesflare.
  • When new Note in ScalePad, create internal note in Salesflare.
  • When new Opportunity in ScalePad, create opportunity in Salesflare.

About ScalePad

ScalePad is a unified platform for MSPs to manage customer success, risk, lifecycle insights, and strategic planning to drive growth and long-term client value.

ScalePad operations on Zapier

Triggers (17)

Start a workflow when this happens

  • Goal Updated — Triggers when a goal is updated.
  • Initiative Updated — Triggers when an initiative is updated.
  • Meeting Updated — Triggers when a meeting is updated.
  • New Action Item — Triggers when a new action item is created.
  • New Assessment — Triggers when a new assessment is created.
Show 12 more triggers
  • New Client — Triggers when a new client is created.
  • New Contact — Triggers when a new contact is created.
  • New Contract — Triggers when a new contract is created.
  • New Goal — Triggers when a new goal is created.
  • New Hardware Asset — Triggers when a new hardware asset is created.
  • New Initiative — Triggers when a new initiative is created.
  • New Meeting — Triggers when a new meeting is created.
  • New Note — Triggers when a new note is created.
  • New Opportunity — Triggers when a new opportunity is created.
  • New Service Contract — Triggers when a new service contract is created.
  • New Ticket — Triggers when a new service ticket is created.
  • Note Updated — Triggers when a note is updated.

Actions (12)

Things Salesflare can make it do

  • Create Assessment — Creates a new assessment.
  • Create Contract — Creates a new contract.
  • Create Goal — Creates a new goal.
  • Create Initiative — Creates a new initiative.
  • Create Meeting — Creates a new meeting.
Show 7 more actions
  • Create Note — Creates a new note.
  • Update Assessment — Updates an existing assessment.
  • Update Contract — Updates an existing contract.
  • Update Goal — Updates an existing goal.
  • Update Initiative — Updates an existing initiative.
  • Update Meeting — Updates an existing meeting.
  • Update Note — Updates an existing note.

Searches (30)

Look up existing records

  • Find Action Item — Find an action item by ID.
  • Find Assessment — Finds an assessment by ID.
  • Find Client — Finds a client by ID.
  • Find Contact — Finds a contact by ID.
  • Find Contract — Finds a contract by ID.
Show 25 more searches
  • Find Goal — Finds a goal by ID.
  • Find Hardware Asset — Finds a hardware asset by ID.
  • Find Initiative — Finds an initiative by ID.
  • Find Meeting — Finds a meeting by ID.
  • Find Member — Finds a member by ID.
  • Find Note — Finds a note by ID.
  • Find Opportunity — Finds an opportunity by ID.
  • Find Service Contract — Finds a service contract by ID.
  • Find Ticket — Finds a service ticket by ID.
  • Search Action Items — Search action items by client and optional completion/overdue flags.
  • Search Assessments — Search for assessments by client, status, or title.
  • Search Clients — Search for clients by name or lifecycle.
  • Search Contacts — Search for contacts by email, name, or client.
  • Search Contracts — Search for contracts by client, status, or title.
  • Search Goals — Search for goals by client, status, or title.
  • Search Hardware Assets — Search for hardware assets by client, name, type, serial number, or contact.
  • Search Initiatives — Search for initiatives by client, status, or title.
  • Search Integration Configurations — Search for integration configurations. Returns all configured integrations for the MSP.
  • Search Integration Vendors — Search for integration vendors by name, vendor ID, or category.
  • Search Meetings — Search for meetings by client, status, or title.
  • Search Members — Search for members by name.
  • Search Notes — Search for notes by client, status, or title.
  • Search Opportunities — Search for opportunities by client, title, status, stage, or active status.
  • Search Service Contracts — Search service contracts using common filters (id, name, client, status, type, term, pricing, lineage).
  • Search Tickets — Search for service tickets by client, contact, status, or priority.

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