Salesflare Salesflare Integrations

SuperOps MSP and Salesflare

IT Operations superops.com ↗

How to connect SuperOps MSP

What you can automate

  • When client Created in SuperOps MSP, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client Updated in SuperOps MSP, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client User Created in SuperOps MSP, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When client User Updated in SuperOps MSP, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When invoice Created in SuperOps MSP, create opportunity, then find or create contact in Salesflare.
  • When invoice Updated in SuperOps MSP, create opportunity, then find or create contact in Salesflare.

About SuperOps MSP

SuperOps MSP is a future-ready, unified PSA-RMM platform for modern MSPs

SuperOps MSP operations on Zapier

Triggers (16)

Start a workflow when this happens

  • Client Created — Triggers when a new client is created.
  • Client Deleted — Triggers when an existing client is deleted.
  • Client Updated — Triggers when an existing client is updated.
  • Client User Created — Triggers when a new client user is created.
  • Client User Deleted — Triggers when a new client user is deleted.
Show 11 more triggers
  • Client User Updated — Triggers when a new client user is updated.
  • Invoice Created — Triggers when a new invoice is created.
  • Invoice Updated — Triggers when an existing invoice is updated.
  • Quote Created — Triggers when a new quote is created.
  • Quote Updated — Triggers when an existing quote is updated.
  • Ticket Created — Triggers when a new ticket_create is created.
  • Ticket Deleted — Triggers when a ticket is deleted.
  • Ticket Reply Received — Triggers when a reply is received on a ticket.
  • Ticket Reply Sent — Triggers when a reply is sent to a ticket.
  • Ticket Updated — Triggers when an existing ticket is updated.
  • Worklog Created — Triggers when a new worklog is created.

Actions (12)

Things Salesflare can make it do

  • Create Client — Creates a new client
  • Create Client User — Creates a new client user with the specified details.
  • Create Quote — Creates a new quote with detailed input fields.
  • Create Ticket — Creates a new ticket with detailed input fields.
  • Create Worklog Entry — Creates a new worklog entry with detailed input fields.
Show 7 more actions
  • Delete Client User — Deletes an existing client user.
  • Soft Delete Clients — Soft deletes (trashes) existing clients.
  • Update Client — Updates an existing client.
  • Update Client User — Updates an existing client user.
  • Update Invoice — Updates an existing invoice with new information.
  • Update Quote — Updates an existing quote with detailed input fields.
  • Update Ticket — Updates an existing ticket.

Searches (12)

Look up existing records

  • Find Client — Finds a client based on ID.
  • Find Client User — Finds a client user based on ID.
  • Find Invoice — Finds an invoice based on ID.
  • Find Quote — Finds a quote based on ID.
  • Find Service Items by Name — Fetches service items by name
Show 7 more searches
  • Find Ticket — Finds a ticket based on ID.
  • Find Worklog — Finds a worklog based on ID.
  • Get Asset by Name — Fetches a asset by its name, returning only the first match.
  • Get Client Site by Name — Fetches a client site by its name for a specific client.
  • Get Client User by Name — Fetches a client user by their full name and returns the associated clientId.
  • Get Client by Name — Fetches a client by its name, returning only the first match.
  • Search Taxes — Finds a Tax.

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