Salesflare Salesflare Integrations

SlimCRM and Salesflare

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How to connect SlimCRM

What you can automate

  • When new Contact in SlimCRM, create a contact in Salesflare.
  • When new Invoice in SlimCRM, create an opportunity, then create a contact in Salesflare.
  • When new Lead in SlimCRM, create a contact in Salesflare.
  • When new Payment in SlimCRM, create an opportunity, then create a contact in Salesflare.
  • When new Task in SlimCRM, create a task in Salesflare.
  • When new Tasks in Salesflare, create a Task in SlimCRM.

SlimCRM operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Contact — Triggers when a new contact is created in SlimCRM.
  • Watch Expense — Triggers when a new expense is created in SlimCRM.
  • Watch Invoice — Triggers when a new invoice is created in SlimCRM.
  • Watch Lead — Triggers when a new lead is created in SlimCRM.
  • Watch Payment — Triggers when a new payment is created in SlimCRM.
Show 2 more triggers
  • Watch Staff — Triggers when a new staff is created in SlimCRM.
  • Watch Task — Triggers when a new task is created in SlimCRM.

Actions (29)

Things Salesflare can make it do

  • Create a Client — Creates a client.
  • Create a Lead — Creates a lead.
  • Create a Payment — Creates a payment.
  • Create a Staff — Creates a staff.
  • Create a Task — Creates a task.
Show 24 more actions
  • Create an Expense — Creates an expense.
  • Create an Invoice — Creates an invoice.
  • Delete a Client — Deletes a client.
  • Delete a Lead — Deletes a lead.
  • Delete a Payment — Deletes a payment.
  • Delete a Staff — Deletes a staff.
  • Delete a Task — Deletes a task.
  • Delete an Expense — Deletes an expense.
  • Delete an Invoice — Deletes an invoice.
  • Get a Client — Gets a client.
  • Get a Lead — Gets a lead.
  • Get a Payment — Gets a payment.
  • Get a Staff — Get a staff.
  • Get a Task — Gets a task.
  • Get an Expense — Gets an expense.
  • Get an Invoice — Gets an invoice.
  • Make an API Call — Make arbitrary authorized API calls in SlimCRM.
  • Update a Client — Updates a client.
  • Update a Lead — Updates a lead.
  • Update a Payment — Updates a payment.
  • Update a Staff — Update a staff.
  • Update a Task — Updates a task.
  • Update an Expense — Updates an expense.
  • Update an Invoice — Updates an invoice.

Searches (17)

Look up existing records

  • Search Tasks — Returns a list of all searched tasks.
  • List Clients — List clients.
  • List Expenses — List Expenses.
  • List Invoices — List invoices.
  • List Leads — List leads.
Show 12 more searches
  • List Payments — List payments.
  • List Staffs — List staffs.
  • List Tasks — List tasks.
  • Search Clients by Criteria — Returns a list of all searched clients.
  • Search Clients by Keyword — Returns a list of all searched clients.
  • Search Expenses — Returns a list of all searched expenses.
  • Search Invoices — Returns a list of all searched invoices.
  • Search Leads by Criteria — Returns a list of all searched leads.
  • Search Leads by Keyword — Returns a list of all searched leads.
  • Search Payments — Returns a list of all searched payments.
  • Search Staffs By Criteria — Returns a list of all searched staffs.
  • Search Staffs by Keyword — Returns a list of all searched staffs.

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