SimplyConvert and Salesflare
How to connect SimplyConvert
- Via Zapier — 6 operations available. Set it up ↗
About SimplyConvert
SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.
SimplyConvert operations on Zapier
Triggers (1)
Start a workflow when this happens
- SimplyConvert Event — Triggers when specified event occurs inside SimplyConvert.
Actions (2)
Things Salesflare can make it do
- Add Document — Add a document to an existing case
- Create Case — Create a new case
Searches (3)
Look up existing records
- Download Documents — Search for and download a ZIP file containing all documents related to case.
- Search Case — Search for and return a case in SimplyConvert.
- Search Conversation — Search for conversation belonging to a case in SimplyConvert.
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