SwiftFox and Salesflare
How to connect SwiftFox
- Via Zapier — 30 operations available. Set it up ↗
What you can automate
- When new Email Added in SwiftFox, find or create contact in Salesflare.
- When new Organisation in SwiftFox, find or create account in Salesflare.
- When new Person in SwiftFox, find or create contact in Salesflare.
- When new Form Response in SwiftFox, find or create contact in Salesflare.
- When updated Category Type on an Organisation in SwiftFox, find or create account in Salesflare.
- When updated Category Type on a Person in SwiftFox, find or create contact in Salesflare.
About SwiftFox
SwiftFox is a fully-featured cloud-based Customer Relationship Management (CRM) platform with everything you need to compete.
SwiftFox operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Email Added — Triggers when a new email address is added to a Person or Organisation.
- New Form Response — Triggers when a new form response is submitted.
- New Organisation — Triggers when a new Organisation is created in SwiftFox.
- New Person — Triggers when a new person is created in SwiftFox.
- Removed Contact Detail — Triggers when a contact detail is removed from a Person or Organisation in SwiftFox.
Show 5 more triggers
- Updated Category Type on a Person — Triggers when Category Types change on a Person.
- Updated Category Type on an Organisation — Triggers when Category Types change on an Organisation.
- Updated Contact Detail — Triggers when a contact detail is updated on a Person or Organisation in SwiftFox.
- Updated Custom Field — Triggers when a custom field is created or updated on a Person, Organisation or Project in SwiftFox.
- Updated Email Preferences — Triggers when email preferences are updated on an Email Address.
Actions (11)
Things Salesflare can make it do
- Add Address — Add an address to a profile in SwiftFox
- Add Contact — Adds a contact to a profile in SwiftFox
- Create Data Table Row for Contact — Creates a new row in a data table for a Person or Organisation in SwiftFox
- Create Organisation — Creates a New Organisation in SwiftFox
- Create Person — Creates a New Person in SwiftFox
Show 6 more actions
- Create Post — Creates a new Post on a Person or Organisation in SwiftFox.
- Create Receipt on Contact — Creates a new Receipt with one or more line items on a Person or Organisation in SwiftFox
- Find or Create Organisation — Searches for Organisations in SwiftFox
- Find or Create Person — Searches for People in SwiftFox
- Update Data Table Row for Contact — Updates an existing row in a data table for a Person or Organisation in SwiftFox
- Update Person — Updates a Person in SwiftFox
Searches (9)
Look up existing records
- Get Data Table Rows for Contact — Retrieves rows from a specific data table for a Person or Organisation in SwiftFox
- Get Data Tables — Retrieves available data tables for People or Organisations in SwiftFox
- Get Organisation — Retrieves an Organisation from SwiftFox by their ID
- Get Person — Retrieves a Person from SwiftFox by their ID
- Get Receipt — Retrieves a Receipt from SwiftFox by its ID
Show 4 more searches
- Get Receipts on Contact — Retrieves all Receipts for a Person or Organisation from SwiftFox
- Search Organisations — Searches for Organisations in SwiftFox
- Search People — Searches for People in SwiftFox
- Search Receipts — Searches for Receipts in SwiftFox
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