Small Improvements and Salesflare

How to connect Small Improvements

When new Goal Comments in Small Improvements, create internal note in Salesflare.
When new Goal Comments by Direct Reports in Small Improvements, create internal note in Salesflare.
When new Meeting Action Item in Small Improvements, create meeting, then create call in Salesflare.
When new Meeting Note in Small Improvements, create meeting, then create call in Salesflare.
When new Meeting Talking Point in Small Improvements, create meeting, then create call in Salesflare.
When new Goal by Person in Small Improvements, find or create contact in Salesflare.

Small Improvements is a software tool that enables employees to provide and receive feedback that helps them improve.

Start a workflow when this happens

Anytime Feedback — Triggers when a new anytime feedback is given.
Goal Updates by Direct Reports — Triggers when _any_ of your direct reports update any of their goals.
Goal Updates by Person — Triggers when a person updates any of their goals. Goals will need to be public, or you'll need permission as part of the management chain.
New Goal — Triggers when a new public goal is created by anyone in the company.
New Goal Comments — Triggers when a comment is added to any of your goals.

Show 10 more triggers

New Goal Comments by Direct Reports — Triggers when a comment is added to _any_ of your direct reports' goals.
New Goal by Direct Reports — Triggers when a new goal is created by _any_ of your direct reports.
New Goal by Person — Triggers when a new goal is created by a specific person. Goals will need to be public, or you'll need permission as part of the management chain.
New Meeting Action Item — Triggers when a new action item is created for any of your upcoming meetings.
New Meeting Note — Triggers when a new note is created for any of your upcoming meetings.
New Meeting Talking Point — Triggers when a new talking point is created for any of your upcoming meetings.
New Praise — Triggers when a new praise is given.
New Praise About Any of My Direct Reports — Triggers when a praise is given for any of your direct reports.
New Praise About a Person — Triggers when a praise is given for a certain person.
New Todo — Triggers when you have an incomplete todo.

Things Salesflare can make it do

Add 1:1 Action Item — Add an action item to the next 1:1 with someone. If you don't have an upcoming meeting, one will be created today or on the date you enter.
Add 1:1 Action Item for 1:1 With My Direct Reports — Add an action item to the next 1:1 with your direct reports. If you don't have an upcoming meeting with a direct report, one will be created today or on the date you enter.
Add 1:1 Meeting Notes — Add meeting notes to a 1:1 with someone. If you don't have an upcoming meeting, one will be created today or on the date you enter.
Add 1:1 Talking Point — Add a talking point to the next 1:1 with someone. If you don't have an upcoming meeting, one will be created today or on the date you enter.
Add Meeting Notes for 1:1 With My Direct Reports — Add meeting notes to the next 1:1 with your direct reports. If you don't have an upcoming meeting with a direct report, one will be created today or on the date you enter.

Show 6 more actions

Add Reviewee to Feedback Cycle — Adds one or more people as reviewees to a feedback cycle in Small Improvements by creating their feedback requests. Requires a cycle and Small Improvements user id(s).
Add Talking Point for 1:1 With My Direct Reports — Add a talking point to the next 1:1 with your direct reports. If you don't have an upcoming meeting with a direct report, one will be created today or on the date you enter.
Add a Goal Comment — Add a comment to a goal(s).
Create New Goal — Creates a new goal for you.
Create New Goals for Managers' Direct Reports (Admin-Only) — Creates new goals for multiple managers' direct reports. Only an admin have permission to create and delete goals.
Create New Goals for My Direct Reports (Manager-Only) — Creates new goals for your direct reports. Only a manager have permission to create and delete goals.

Look up existing records

Find 1:1 Notes — Finds 1:1 meetings between two people in Small Improvements, including talking points and meeting notes.
Find Feedback — Finds Anytime Feedback and Feedback Cycle data for a user.
Find Goal Comments — Finds comments and updates on goals in a goal cycle. Optionally filter by user and by a single goal.
Find Goals by Person — Find goals by person
Find Person — Find a person by their name, email, or user id.

Show 2 more searches

Find Praise — Finds public praise a chosen person received in Small Improvements for a date range.
Find Review Content — Finds reviews in Small Improvements for a selected person (you or a direct report): review cycles, full self and manager review text, and ratings. Optional start/end dates limit which cycles are included.

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