SUMIT and Salesflare
How to connect SUMIT
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 8 modules available. Set it up ↗
What you can automate
- When card Updated in SUMIT, create task in Salesflare.
- When new Task in Salesflare, create Card in SUMIT.
About SUMIT
SUMIT is a comprehensive system for planning, management and execution for the self-employed, non-profit organizations and business organizations.
SUMIT operations on Zapier
Triggers (1)
Start a workflow when this happens
- Card Updated — Indicates a card was modified (Created / updated / archived / deleted).
Actions (7)
Things Salesflare can make it do
- Add Recipient to Email Mailing List — Adds a recipient to an existing email mailing list.
- Add Recipient to SMS Mailing List — Adds a recipient to an existing SMS mailing list.
- Create Card — Creates a new card.
- Create Document — Creates a document (Invoice / Receipt / Donation Receipt / Invoice+Receipt / Proforma Invoice / Payment Request / Order / Price Quotation).
- Get Card — Gets a card.
Show 2 more actions
- Send SMS — Sends an SMS. Please note this requires SMS credits.
- Update Card — Updates an existing card.
SUMIT operations on Make
Triggers (1)
Start a workflow when this happens
- Card updated — Indicates a card was modified (Created / updated / archived / deleted).
Actions (7)
Things Salesflare can make it do
- Add Recipient to Email Mailing List — Adds a recipient to an existing email mailing list.
- Add Recipient to SMS Mailing List — Adds a recipient to an existing SMS mailing list.
- Create Document — Creates a document (Invoice / Receipt / Donation Receipt / Invoice+Receipt / Proforma Invoice / Payment Request / Order / Price Quotation).
- Create a customer — Creates a customer.
- Get Document PDF — Fetches a document PDF
Show 2 more actions
- Make an API Call — Performs an arbitrary authorized API call.
- Send an SMS — Sends an SMS. Please note this requires SMS credits.
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