StaffSavvy and Salesflare
How to connect StaffSavvy
- Via Zapier — 41 operations available. Set it up ↗
What you can automate
- When new Account in StaffSavvy, find or create account in Salesflare.
- When new Account in Salesflare, create Account in StaffSavvy.
About StaffSavvy
StaffSavvy is a service that helps you manage your shift-based teams in complex environments
StaffSavvy operations on Zapier
Triggers (16)
Start a workflow when this happens
- API Info — Triggers when the current software changes.
- Absence Types — Triggers when there is a new absence type enabled on this instance (lookup).
- Custom Reports — Triggers when there is a new custom report available to your user.
- Groups — Triggers when a new group (roles/skills) has been added.
- My Shifts — Triggers when there are newly assigned shifts for your personal account.
Show 11 more triggers
- New Absence — Triggers when a new absence record has been added. Lists all absences (polling).
- New Account — Triggers when a new account has been added. Lists all accounts (polling).
- New Shift — Triggers when a new shift is added. Lists all shifts (polling).
- New Time Entry — Triggers when a new time entry is added. Lists all time entries (polling).
- New Venue Event — Triggers when a new venue event is added. Lists all venue events (polling).
- Report Snapshots — Triggers when there are new report snapshots available for a specific report.
- Salaries — Triggers when a new salary entry is added.
- Shift History — Triggers when there is a new event in the history of a shift.
- Time Entry History — Triggers when there is a new event in the history of a time entry.
- Venues — Triggers when a new venue has been added.
- Wage Sheets — Triggers when a new wage sheet has been created.
Actions (16)
Things Salesflare can make it do
- Account Action — Apply an action to an account: invite, archive, restore, assign-venue, remove-venue, assign-group, remove-group.
- Create Absence — Creates a new absence.
- Create Account — Creates a new StaffSavvy account.
- Create Report Snapshot — Generate a new snapshot for a custom report.
- Create Shift — Creates a new shift record.
Show 11 more actions
- Create Time Entry — Creates a new time entry record.
- Create Venue Event — Creates a new venue event.
- My Shift Action — Apply an action to your shift: accept, reject, or request cover.
- Update Absence — Updates an existing absence.
- Update Account — Updates an existing account.
- Update My Shift — Updates a shift assigned to you (e.g. set external worker name).
- Update Shift — Updates an existing shift record.
- Update Time Entry — Updates an existing time entry record.
- Update Venue Event — Updates an existing venue event.
- Venue Event Action — Apply an action to a venue event (e.g. delete).
- Wage Sheet Action — Apply an action to a wage sheet (e.g. archive when paid).
Searches (9)
Look up existing records
- Find Absence — Finds an absence by ID (or searches by filters if no ID is provided).
- Find Account — Finds an account by ID, or searches accounts by provided fields.
- Find My Shift — Finds a shift assigned to you by ID (or searches by filters if no ID is provided).
- Find Shift — Finds a shift by ID (or searches by filters if no ID is provided).
- Find Time Entry — Finds a time entry by ID (or searches by filters if no ID is provided).
Show 4 more searches
- Find Venue Event — Finds a venue event.
- Find Wage Sheet — Gets the contents of a wage sheet by ID.
- Get Report Snapshot Data — Gets the data for a specific report snapshot.
- Open Wage Sheet Data — Gets the data from all currently open wage sheets ready for processing to payroll
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