ScalePad and Salesflare

IT Operations scalepad.com ↗

How to connect ScalePad

Via Zapier — 59 operations available. Set it up ↗

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.