Security Reporter and Salesflare
How to connect Security Reporter
- Via Zapier — 232 operations available. Set it up ↗
What you can automate
- When new Client in Security Reporter, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Task in Security Reporter, create task in Salesflare.
- When new Task Set in Security Reporter, create task in Salesflare.
- When new Task in Salesflare, add a Task Set to an Assessment in Security Reporter.
About Security Reporter
Security Reporter is a collaboration and automation tool for pentest reporting
Security Reporter operations on Zapier
Triggers (54)
Start a workflow when this happens
- Assessment Completed — Triggers when one Assessment is completed.
- Assessment Completed — Triggers when one Assessment is completed.
- Assessment Created — Triggers when one Assessment is created.
- Assessment Created — Triggers when one Assessment is created.
- Assessment Updated — Triggers when one Assessment is updated.
Show 49 more triggers
- Assessment Updated — Triggers when one Assessment is updated.
- Finding Created — Triggers when one Finding is created.
- Finding Created — Triggers when one Finding is created.
- Finding Published — Triggers when one Finding is published.
- Finding Published — Triggers when one Finding is published.
- Finding Updated — Triggers when one Finding is updated.
- Finding Updated — Triggers when one Finding is updated.
- New Activity — Triggers when one Activity is created or updated.
- New Activity — Triggers when one Activity is created or updated.
- New Assessment — Triggers when one Assessment is created or updated.
- New Assessment — Triggers when one Assessment is created or updated.
- New Assessment Role — Triggers when one Assessment Role is created or updated.
- New Assessment Role — Triggers when one Assessment Role is created or updated.
- New Assessment Template — Triggers when one Assessment Template is created or updated.
- New Assessment Template — Triggers when one Assessment Template is created or updated.
- New Client — Triggers when one Client is created or updated.
- New Client — Triggers when one Client is created or updated.
- New Custom Field — Triggers when one Custom Field is created or updated.
- New Custom Field — Triggers when one Custom Field is created or updated.
- New Finding — Triggers when one Finding is created or updated.
- New Finding — Triggers when one Finding is created or updated.
- New Finding Event — Triggers when one Finding Event is created or updated.
- New Finding Event — Triggers when one Finding Event is created or updated.
- New Finding Layout — Triggers when one Finding Layout is created or updated.
- New Finding Layout — Triggers when one Finding Layout is created or updated.
- New Finding Template — Triggers when one Finding Template is created or updated.
- New Finding Template — Triggers when one Finding Template is created or updated.
- New Global Role — Triggers when one Global Role is created or updated.
- New Global Role — Triggers when one Global Role is created or updated.
- New Language — Triggers when one Language is created or updated.
- New Language — Triggers when one Language is created or updated.
- New Output File — Triggers when one Output File is created or updated.
- New Output File — Triggers when one Output File is created or updated.
- New Target — Triggers when one Target is created or updated.
- New Target — Triggers when one Target is created or updated.
- New Task — Triggers when one Task is created or updated.
- New Task — Triggers when one Task is created or updated.
- New Task Set — Triggers when one Task Set is created or updated.
- New Task Set — Triggers when one Task Set is created or updated.
- New Theme — Triggers when one Theme is created or updated.
- New Theme — Triggers when one Theme is created or updated.
- New Tool Finding — Triggers when one Tool Finding is created or updated.
- New Tool Finding — Triggers when one Tool Finding is created or updated.
- New Tool Target — Triggers when one Tool Target is created or updated.
- New Tool Target — Triggers when one Tool Target is created or updated.
- New User — Triggers when one User is created or updated.
- New User — Triggers when one User is created or updated.
- New User Group — Triggers when one User Group is created or updated.
- New User Group — Triggers when one User Group is created or updated.
Actions (136)
Things Salesflare can make it do
- Add a Task Set to an Assessment — Assign an existing task set's tasks to an assessment.
- Add a Task Set to an Assessment — Assign an existing task set's tasks to an assessment.
- Create a Client — Create a new client. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-client-object).To add a logo to a client, attach a document representing the logo to it in a separate request.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Create a Client — Create a new client. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-client-object).To add a logo to a client, attach a document representing the logo to it in a separate request.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Create a Finding — Create a new finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
Show 131 more actions
- Create a Finding — Create a new finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
- Create a Finding Comment — Create a new finding comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-comment-object).Note that comments added before the publication of the finding are displayed as child comments of the 'created event' of the finding.
- Create a Finding Comment — Create a new finding comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-comment-object).Note that comments added before the publication of the finding are displayed as child comments of the 'created event' of the finding.
- Create a Finding From a Template — Create a new finding from a [finding template]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object). [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
- Create a Finding From a Template — Create a new finding from a [finding template]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object). [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
- Create a Finding Retest — Perform a retest. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-object).You can only create a retest if the finding has a retest inquiry that doesn't already have a retest.
- Create a Finding Retest — Perform a retest. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-object).You can only create a retest if the finding has a retest inquiry that doesn't already have a retest.
- Create a Finding Retest Cancelled Event — Cancel a retest request. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-cancelled-event-object).You can only cancel a retest if the finding has a retest inquiry that doesn't already have a retest.
- Create a Finding Retest Cancelled Event — Cancel a retest request. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-cancelled-event-object).You can only cancel a retest if the finding has a retest inquiry that doesn't already have a retest.
- Create a Finding Retest Inquiry — Request a retest. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-inquiry-object).Creating a new retest inquiry for a finding is not allowed if the status of the finding is set to 'Retest Pending.' The finding status is set to 'Retest Pending' when there's an existing retest inquiry for the finding that hasn't been followed up with a published retest yet.
- Create a Finding Retest Inquiry — Request a retest. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-inquiry-object).Creating a new retest inquiry for a finding is not allowed if the status of the finding is set to 'Retest Pending.' The finding status is set to 'Retest Pending' when there's an existing retest inquiry for the finding that hasn't been followed up with a published retest yet.
- Create a Finding Template — Create a new finding template. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object).
- Create a Finding Template — Create a new finding template. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object).
- Create a Reaction — Adds a reaction to the provided model, if that reaction does not exist for the current user.[Object information]({{bundle.authData.reporter_url}}/api-documentation#the-reaction-object).
- Create a Reaction — Adds a reaction to the provided model, if that reaction does not exist for the current user.[Object information]({{bundle.authData.reporter_url}}/api-documentation#the-reaction-object).
- Create a Target — Create a new target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-target-object).
- Create a Target — Create a new target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-target-object).
- Create a Task — Create a new task. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-object).
- Create a Task — Create a new task. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-object).
- Create a User — Create a new user. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To add an avatar to a user, create a document for it in a separate request.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Create a User — Create a new user. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To add an avatar to a user, create a document for it in a separate request.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Create a User Group — Create a new user group. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-group-object).
- Create a User Group — Create a new user group. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-group-object).
- Create an Assessment — Create a new assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-object).
- Create an Assessment — Create a new assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-object).
- Create an Assessment Comment — Create a new assessment comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-comment-object).
- Create an Assessment Comment — Create a new assessment comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-comment-object).
- Create an Assessment Section Comment — Create a new assessment section comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-comment-object).
- Create an Assessment Section Comment — Create a new assessment section comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-comment-object).
- Create an Assessment User — Assign an existing user to an assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-user-object).
- Create an Assessment User — Assign an existing user to an assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-user-object).
- Find or Create one assessment — x
- Find or Create one assessment — x
- Find or Create one client — x
- Find or Create one client — x
- Find or Create one finding — x
- Find or Create one finding — x
- Find or Create one finding_event — x
- Find or Create one finding_event — x
- Find or Create one finding_template — x
- Find or Create one finding_template — x
- Find or Create one target — x
- Find or Create one target — x
- Find or Create one task — x
- Find or Create one task — x
- Find or Create one user — x
- Find or Create one user — x
- Find or Create one user_group — x
- Find or Create one user_group — x
- Remove a Task Set From an Assessment — Remove a task set's tasks from an assessment.This does **not** delete the task set. It just removes its tasks from the assessment.
- Remove a Task Set From an Assessment — Remove a task set's tasks from an assessment.This does **not** delete the task set. It just removes its tasks from the assessment.
- Remove an Assessment User — Remove a user from an assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-user-object).A user can not be removed this way if they are assigned to the assessment through a user group.This does **not** delete the user, it just revokes their access to the assessment.
- Remove an Assessment User — Remove a user from an assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-user-object).A user can not be removed this way if they are assigned to the assessment through a user group.This does **not** delete the user, it just revokes their access to the assessment.
- Retrieve Token User — Retrieve all details of the user who created the API token. No token permissions are required for this request.[Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To also retrieve the avatars of the users, specify the 'documents' relation in the request.See [ Including Related Data]({{bundle.authData.reporter_url}}/api-documentation#including-related-data).
- Retrieve Token User — Retrieve all details of the user who created the API token. No token permissions are required for this request.[Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To also retrieve the avatars of the users, specify the 'documents' relation in the request.See [ Including Related Data]({{bundle.authData.reporter_url}}/api-documentation#including-related-data).
- Retrieve a Client — Retrieve all details of the given client. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-client-object).To also retrieve the logo of the client, specify the 'documents' relation in the request.See [ Including Related Data]({{bundle.authData.reporter_url}}/api-documentation#including-related-data).
- Retrieve a Client — Retrieve all details of the given client. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-client-object).To also retrieve the logo of the client, specify the 'documents' relation in the request.See [ Including Related Data]({{bundle.authData.reporter_url}}/api-documentation#including-related-data).
- Retrieve a Document — Retrieve the stored file contents of the given document. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-document-object).
- Retrieve a Document — Retrieve the stored file contents of the given document. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-document-object).
- Retrieve a Finding — Retrieve all details of the given finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
- Retrieve a Finding — Retrieve all details of the given finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
- Retrieve a Finding Template — Retrieve all details of the given finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object).
- Retrieve a Finding Template — Retrieve all details of the given finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object).
- Retrieve a Target — Retrieve all details of the given target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-target-object).
- Retrieve a Target — Retrieve all details of the given target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-target-object).
- Retrieve a Task — Retrieve all details of the given task. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-object).
- Retrieve a Task — Retrieve all details of the given task. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-object).
- Retrieve a Task Set — Retrieve all details of the given task set. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-set-object).
- Retrieve a Task Set — Retrieve all details of the given task set. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-set-object).
- Retrieve a Test Case — Retrieve all details of the given test case. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-test-case-object).
- Retrieve a Test Case — Retrieve all details of the given test case. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-test-case-object).
- Retrieve a Tool Finding — Retrieve all details of the given tool finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-tool-finding-object).
- Retrieve a Tool Finding — Retrieve all details of the given tool finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-tool-finding-object).
- Retrieve a User — Retrieve all details of the given user. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To also retrieve the avatars of the users, specify the 'documents' relation in the request.See [ Including Related Data]({{bundle.authData.reporter_url}}/api-documentation#including-related-data).
- Retrieve a User — Retrieve all details of the given user. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To also retrieve the avatars of the users, specify the 'documents' relation in the request.See [ Including Related Data]({{bundle.authData.reporter_url}}/api-documentation#including-related-data).
- Retrieve a User Group — Retrieve all details of the given user group. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-group-object).
- Retrieve a User Group — Retrieve all details of the given user group. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-group-object).
- Retrieve an Assessment — Retrieve all details of the given assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-object).
- Retrieve an Assessment — Retrieve all details of the given assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-object).
- Retrieve an Assessment Section — Retrieve all details of the given assessment section. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-object).
- Retrieve an Assessment Section — Retrieve all details of the given assessment section. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-object).
- Retrieve an Assessment Template — Retrieve all details of the given assessment template. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-template-object).
- Retrieve an Assessment Template — Retrieve all details of the given assessment template. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-template-object).
- Retrieve the Full PDF Report — This route supports both GET and POST requests. The POST request supports passing a password that will be used to encrypt the resulting PDF report.If an admin has enabled the 'Password-protect PDF reports' setting in the application settings, a password is **required**, and GET requests are no longer possible.If the report is still being generated, a 503 status code is returned, indicating that you should try again in a few minutes.
- Retrieve the Full PDF Report — This route supports both GET and POST requests. The POST request supports passing a password that will be used to encrypt the resulting PDF report.If an admin has enabled the 'Password-protect PDF reports' setting in the application settings, a password is **required**, and GET requests are no longer possible.If the report is still being generated, a 503 status code is returned, indicating that you should try again in a few minutes.
- Retrieve the Management PDF Report — This route supports both GET and POST requests. The POST request supports passing a password that will be used to encrypt the resulting PDF report.If an admin has enabled the 'Password-protect PDF reports' setting in the application settings, a password is **required**, and GET requests are no longer possible.If the report is still being generated, a 503 status code is returned, indicating that you should try again in a few minutes.
- Retrieve the Management PDF Report — This route supports both GET and POST requests. The POST request supports passing a password that will be used to encrypt the resulting PDF report.If an admin has enabled the 'Password-protect PDF reports' setting in the application settings, a password is **required**, and GET requests are no longer possible.If the report is still being generated, a 503 status code is returned, indicating that you should try again in a few minutes.
- Update a Client — Update an existing client. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-client-object).To add or replace a logo for a client, create a document for it in a separate request. This will overwrite theexisting avatar.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Update a Client — Update an existing client. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-client-object).To add or replace a logo for a client, create a document for it in a separate request. This will overwrite theexisting avatar.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Update a Finding — Create a new finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
- Update a Finding — Create a new finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-object).
- Update a Finding Comment — Update an existing finding comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-comment-object).
- Update a Finding Comment — Update an existing finding comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-comment-object).
- Update a Finding Retest — Update an existing finding retest. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-object).
- Update a Finding Retest — Update an existing finding retest. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-object).
- Update a Finding Template — Update an existing finding template. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object).Only custom finding templates (`source`: 0) can be updated.
- Update a Finding Template — Update an existing finding template. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-template-object).Only custom finding templates (`source`: 0) can be updated.
- Update a Retest Cancelled Event — Update an existing finding retest cancelled event. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-cancelled-event-object).
- Update a Retest Cancelled Event — Update an existing finding retest cancelled event. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-cancelled-event-object).
- Update a Retest Inquiry — Update an existing finding retest inquiry. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-inquiry-object).
- Update a Retest Inquiry — Update an existing finding retest inquiry. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-finding-retest-inquiry-object).
- Update a Target — Update an existing target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-target-object).
- Update a Target — Update an existing target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-target-object).
- Update a Task — Update an existing task. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-object).
- Update a Task — Update an existing task. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-task-object).
- Update a Test Case — Update an existing test case. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-test-case-object).
- Update a Test Case — Update an existing test case. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-test-case-object).
- Update a Tool Finding — Update an existing tool finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-tool-finding-object).
- Update a Tool Finding — Update an existing tool finding. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-tool-finding-object).
- Update a Tool Target — Update the given tool target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-tool-target-object).
- Update a Tool Target — Update the given tool target. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-tool-target-object).
- Update a User — Update an existing user. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To add or replace an avatar for a user, create a document for it in a separate request. This will overwrite theexisting avatar.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Update a User — Update an existing user. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-object).To add or replace an avatar for a user, create a document for it in a separate request. This will overwrite theexisting avatar.See [Documents]({{bundle.authData.reporter_url}}/api-documentation#documents).
- Update a User Group — Update an existing user group. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-group-object).
- Update a User Group — Update an existing user group. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-user-group-object).
- Update an Assessment — Update the posted assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-object).
- Update an Assessment — Update the posted assessment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-object).
- Update an Assessment Comment — Update an existing assessment comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-comment-object).
- Update an Assessment Comment — Update an existing assessment comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-comment-object).
- Update an Assessment Phase — Update an existing assessment phase. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-phase-object).
- Update an Assessment Phase — Update an existing assessment phase. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-phase-object).
- Update an Assessment Section — Update an existing assessment section. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-object).
- Update an Assessment Section — Update an existing assessment section. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-object).
- Update an Assessment Section Comment — Update an existing assessment section comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-comment-object).
- Update an Assessment Section Comment — Update an existing assessment section comment. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-section-comment-object).
- Update an Assessment User — Update assessment-specific values for a user assigned to the assessment.[Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-user-object).To update the user's data, such as name and email address, see the [User endpoints]({{bundle.authData.reporter_url}}/api-documentation#users).
- Update an Assessment User — Update assessment-specific values for a user assigned to the assessment.[Object information]({{bundle.authData.reporter_url}}/api-documentation#the-assessment-user-object).To update the user's data, such as name and email address, see the [User endpoints]({{bundle.authData.reporter_url}}/api-documentation#users).
- Upload a Document — Upload a new (draft) document. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-document-object).Use `Content-Type: multipart/form-data` for this request.
- Upload a Document — Upload a new (draft) document. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-document-object).Use `Content-Type: multipart/form-data` for this request.
- Upload an Output File to Parse — Create a new output file. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-output-file-object).Once created, the file will be parsed in the background.
- Upload an Output File to Parse — Create a new output file. [Object information]({{bundle.authData.reporter_url}}/api-documentation#the-output-file-object).Once created, the file will be parsed in the background.
Searches (42)
Look up existing records
- Activity Search — Search for one Activity.
- Activity Search — Search for one Activity.
- Assessment Role Search — Search for one Assessment Role.
- Assessment Role Search — Search for one Assessment Role.
- Assessment Search — Search for one Assessment.
Show 37 more searches
- Assessment Search — Search for one Assessment.
- Assessment Template Search — Search for one Assessment Template.
- Assessment Template Search — Search for one Assessment Template.
- Client Search — Search for one Client.
- Client Search — Search for one Client.
- Custom Field Search — Search for one Custom Field.
- Custom Field Search — Search for one Custom Field.
- Finding Event Search — Search for one Finding Event.
- Finding Event Search — Search for one Finding Event.
- Finding Layout Search — Search for one Finding Layout.
- Finding Layout Search — Search for one Finding Layout.
- Finding Search — Search for one Finding.
- Finding Search — Search for one Finding.
- Finding Template Search — Search for one Finding Template.
- Finding Template Search — Search for one Finding Template.
- Global Role Search — Search for one Global Role.
- Global Role Search — Search for one Global Role.
- Language Search — Search for one Language.
- Language Search — Search for one Language.
- Output File Search — Search for one Output File.
- Output File Search — Search for one Output File.
- Target Search — Search for one Target.
- Target Search — Search for one Target.
- Task Search — Search for one Task.
- Task Search — Search for one Task.
- Task Set Search — Search for one Task Set.
- Task Set Search — Search for one Task Set.
- Theme Search — Search for one Theme.
- Theme Search — Search for one Theme.
- Tool Finding Search — Search for one Tool Finding.
- Tool Finding Search — Search for one Tool Finding.
- Tool Target Search — Search for one Tool Target.
- Tool Target Search — Search for one Tool Target.
- User Group Search — Search for one User Group.
- User Group Search — Search for one User Group.
- User Search — Search for one User.
- User Search — Search for one User.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free