Sonar and Salesflare

How to connect Sonar

What you can automate

  • When new Customer State Changed in Sonar, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When new Customer in Sonar, create an account, then create a contact, then add a contact to an account in Salesflare.

Sonar operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Customer State Changed — Triggers when a state of customer has changed.
  • Watch New Assigned Message — Triggers when getting the new assigned message.
  • Watch New Customer — Triggers when a new customer has been created.
  • Watch New Outbound Message — Triggers when getting the outbound message.
  • Watch New Unassigned Message — Triggers when getting the new unassigned message.
Show 2 more triggers
  • Watch Tag Added to a Message — Triggered when the tag has been added to the message.
  • Watch Tag Removed from a Message — Triggers when the tag has been removed from the message.

Actions (9)

Things Salesflare can make it do

  • Append Tag to an Existing Message — Appends tag to an existing message.
  • Close a Customer — Closes a customer.
  • Create / Update a Customer — Creates or updates a customer.
  • Delete a Customer Property — Deletes a customer property.
  • Get a Customer — Gets a customer.
Show 4 more actions
  • Make an API Call — Performs an arbitrary authorized API call.
  • Send a Campaign — Sends a campaign.
  • Send a Message — Sends a message.
  • Unassign Agent from a Customer — Unassigns agent from a customer.

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