SmartWe and Salesflare
How to connect SmartWe
- Via Zapier — 11 operations available. Set it up ↗
- Via Make — 16 modules available. Set it up ↗
About SmartWe
SmartWe is a customizable CRM platform for managing contacts, leads, appointments, tasks, documents, and customer communication.
SmartWe operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Data Record — Triggers when a new data record is created.
- New Link — Triggers when a new link between two data records is created.
- New or Updated Data Record — Triggers when a new data record is created or an existing data record is updated.
Actions (6)
Things Salesflare can make it do
- Add a Contact to a Distribution List — Adds an existing contact to an existing distribution list.
- Create a Data Record — Creates a new data record.
- Create a Link — Creates a link between two data records.
- Delete a Data Record — Deletes an existing data record.
- Remove a Contact From a Distribution List — Removes an existing contact from an existing distribution list.
Show 1 more actions
- Update a Data Record — Updates an existing data record.
Searches (2)
Look up existing records
- Get a Data Record — Loads an existing data record via the GGUID.
- Search Data Records — Searches for existing data records.
SmartWe operations on Make
Triggers (3)
Start a workflow when this happens
- Watch new and updated data records — Is triggered when a data record is created or changed in SmartWe.
- Watch new data records — Is triggered when a new data record is created in SmartWe.
- Watch new links — Is triggered when a new link between two data records is created.
Actions (11)
Things Salesflare can make it do
- Add a contact to a distribution list — Adds an existing contact to an existing distribution list.
- Create a data record — Creates a new data record.
- Create a link — Creates a link between two data records.
- Delete a data record — Deletes an existing data record.
- Delete a link — Deletes a link between two data records.
Show 6 more actions
- Download a document — Downloads a file of a document data record.
- Get a data record — Loads an existing data record via the GGUID.
- Make an API call — Performs an arbitrary authorized API call.
- Remove a contact from a distribution — Removes an existing contact from an existing distribution list.
- Update a data record — Updates an existing data record.
- Upload a document — Creates a document data record and uploads a file.
Searches (2)
Look up existing records
- Search data records — Searches for an existing data record.
- Search links — Searches for links of a data record.
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