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
Similar apps
Google Workspace Admin Google Workspace Admin lets you manage the Users, Groups, Roles, and more for your Google Worksp…
Atera Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure…
Kisi Kisi is a cloud based physical access control system.
TOPdesk Get service departments working together. Easily connect with customers, and exceed their expect…
SuperOps MSP SuperOps MSP is a future-ready, unified PSA-RMM platform for modern MSPs
WeQuote WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free