SideDrawer and Salesflare
How to connect SideDrawer
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Task in Salesflare, create a Reminder in SideDrawer.
About SideDrawer
SideDrawer is a collaborative digital vault platform designed for efficiency & privacy.
SideDrawer operations on Zapier
Triggers (4)
Start a workflow when this happens
- Info Request Plan Complete — Triggers when an Info Request Plan is complete.
- Info Request Sent X Days Ago and N Percent Complete — Triggers when Info Request Sent X Days Ago and N Percent Complete
- Simple File Request Complete — Triggers when a simple file request is uploaded.
- Updated Info Request Plan Item — Triggers when an Info Request Plan Item is updated.
Actions (10)
Things Salesflare can make it do
- Add a Collaborator to a SideDrawer — Add a collaborator to a SideDrawer
- Add a Team to Collaborate With a SideDrawer — Add a team to collaborate with a SideDrawer
- Associate External ID to SideDrawer — Associates an external identified to a SideDrawer.
- Create a Record — Create a Record within a specific SideDrawer
- Create a Reminder — Creates a reminder for a Drawer, Folder or Plan Request.
Show 5 more actions
- Create a SideDrawer — Select a Tenant, an appropriate subscription, and create a SideDrawer
- Create a Simple File Request — Creates a Simple File Request.
- Send a Content Package — Send a Content Package to a SideDrawer
- Send an Info Request to a SideDrawer — Send an Info Request to a SideDrawer
- Upload a File to a Record — Upload a file to a Record
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