SwiftFox and Salesflare

How to connect SwiftFox

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 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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