Salesflare Salesflare Integrations

Success.co and Salesflare

Project Management success.co ↗

How to connect Success.co

What you can automate

  • When issue Status Changed in Success.co, create task in Salesflare.
  • When new Issue in Success.co, create task in Salesflare.
  • When new Todo in Success.co, create task in Salesflare.
  • When todo Status Changed in Success.co, create task in Salesflare.
  • When updated Issue in Success.co, create task in Salesflare.
  • When updated Todo in Success.co, create task in Salesflare.

About Success.co

Success.co is an EOS platform. Manage Rocks, Scorecards, Issues, Meetings, Accountability Chart, and VTO so teams stay aligned.

Success.co operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Issue Status Changed — Triggers only when an issue's status changes in Success.co - not on other edits.
  • Measurable Score Updated — Triggers when a measurable's score is entered or changed for a period in Success.co.
  • New Headline — Triggers when a new headline is created in Success.co.
  • New Issue — Triggers when a new issue is created in Success.co.
  • New Rock — Triggers when a new rock (quarterly goal) is created in Success.co.
Show 7 more triggers
  • New Todo — Triggers when a new todo is created in Success.co.
  • Rock Status Changed — Triggers only when a rock's (quarterly goal) status changes in Success.co - not on other edits.
  • Todo Status Changed — Triggers only when a todo's status changes in Success.co - not on other edits.
  • Updated Headline — Triggers when a headline is updated in Success.co.
  • Updated Issue — Triggers when an issue is updated in Success.co.
  • Updated Rock — Triggers when a rock (quarterly goal) is updated in Success.co.
  • Updated Todo — Triggers when a todo is updated in Success.co.

Actions (9)

Things Salesflare can make it do

  • Create Headline — Creates a new headline in Success.co.
  • Create Issue — Creates a new issue in Success.co.
  • Create Rock — Creates a new rock (quarterly goal) in Success.co.
  • Create Todo — Creates a new todo in Success.co.
  • Update Headline — Updates an existing headline in Success.co.
Show 4 more actions
  • Update Issue — Updates an existing issue in Success.co.
  • Update Measurable Score — Sets a measurable's (scorecard item's) score for a given period in Success.co.
  • Update Rock — Updates an existing rock (quarterly goal) in Success.co.
  • Update Todo — Updates an existing todo in Success.co.

Searches (5)

Look up existing records

  • Find Headline — Search for a headline by name. Used to find headlines before updating or deleting them.
  • Find Issue — Search for an issue by name. Used to find issues before updating or deleting them.
  • Find Measurable — Search for a measurable (scorecard item) by name. Used to find measurables before updating them or setting a score.
  • Find Rock — Search for a rock (quarterly goal) by name. Used to find rocks before updating or deleting them.
  • Find Todo — Search for a todo by name. Used to find todos before updating or deleting them.

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