StaffViz and Salesflare
How to connect StaffViz
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When new Client in StaffViz, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Task in StaffViz, create task in Salesflare.
About StaffViz
StaffViz is a productivity and workforce management tool that streamlines time tracking, task monitoring, and team performance analysis.
StaffViz operations on Zapier
Triggers (16)
Start a workflow when this happens
- Delete Client — Triggers when a client deletes in StaffVizz
- Delete Project — Triggers when a Project is deleted.
- Delete Task — Triggers when a task is deleted from the system.
- Get Clients — Get your client list
- Get Managers — Get All Managers. This triggers is using in the Project Tigger.
Show 11 more triggers
- Get Projects — Get Projects from the system
- Get Tasks — Get Tasks from the system
- Get Teams — Trigger will return all the teams
- Get Users — Get All users of your company.
- Get Viewers — Get Viewers from the system.
- New Client — Triggers when a new Client is added.
- New Project — Triggers when a new Project is created.
- New Task — Triggers when a new task is added
- Update Client — Whenever client updates, this will trigger.
- Update Project — Triggers when a project is updated.
- Update Task — Triggers when task is updated in the system.
Actions (2)
Things Salesflare can make it do
- New Client — Creates a Client in the system
- Update Client — Update Client in StaffVizz
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