Salesflare Salesflare Integrations

Surense and Salesflare

surense.com ↗

How to connect Surense

Surense operations on Make

Actions (36)

Things Salesflare can make it do

  • Create Related Customer — Create Related Customer
  • Create a customer — Creates a new customer
  • Create a data proxies URL — Creates a URL for data proxies approval
  • Create a lead — Creates a lead
  • Create a meeting — Creates a new meeting
Show 31 more actions
  • Create a meeting summary — Creates a meeting summary
  • Create a report — Creates a customer's report
  • Create a workflow — Creates a workflow
  • Create an activity — Creates an activity
  • Delete a contact — Deletes a contact
  • Delete a customer — Deletes a customer
  • Delete a lead — Deletes a lead
  • Delete a meeting — Deletes a meeting
  • Delete a workflow — Deletes a workflow
  • Delete an employer — Deletes an employer
  • Download Har Bituach — Download Har Bituach
  • Download a E9100 file — Download a E9100 file
  • Finalize a document upload — Finalizes a document upload and attaches the document to a customer
  • Get a customer — Gets a customer
  • Get a lead — Gets a lead by its identifier
  • Get a meeting — Gets a meeting
  • Get a workflow — Gets a workflow
  • Initiate a document upload — Initiates a document upload and returns the S3 signed URLs
  • Make an API call — Sends a custom API call to Surense. You can use this to call endpoints that aren't covered by existing modules.
  • Send a meeting summary — Sends a meeting summary
  • Send a report — Sends a report to the customer
  • Submit a Swiftness E9100 event — Submits a Swiftness E9100 event
  • Transfer a document upload — Uploads a document file to S3 using the signed URL
  • Update a contact — Updates a contact
  • Update a customer — Updates a customer
  • Update a lead — Updates a lead
  • Update a meeting — Updates a meeting
  • Update a workflow — Updates a workflow
  • Upload a Har Bituah file (deprecated) — Uploads a Har Bituah file
  • Upload a Har HaBituah file — Uploads a Har HaBituah file
  • Upload a document (deprecated) — Uploads a document

Searches (8)

Look up existing records

  • List customer portfolio history — Returns a customer's portfolio history
  • Search contacts — Returns a list of contacts filtered by the specified criteria
  • Search customers — Returns a list of customers filtered by the specified criteria
  • Search customers having a birthday today — Returns a list of customers who have a birthday today
  • Search employers — Returns a list of employers filtered by the specified criteria
Show 3 more searches
  • Search leads — Returns a list of leads filtered by the specified criteria
  • Search meetings — Returns a list of meetings filtered by the specified criteria
  • Search workflows — Returns a list of workflows filtered by the specified criteria

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