Sydnee and Salesflare
How to connect Sydnee
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Account in Sydnee, find or create account in Salesflare.
- When new Task Template in Sydnee, create task in Salesflare.
- When new Account in Salesflare, add Portal User to Account in Sydnee.
- When new Task in Salesflare, add Task Template to Account in Sydnee.
About Sydnee
Sydnee is a client portal service with task management, live chat, client requests, file storage.
Sydnee operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Account — Triggers when a new account is created.
- New Portal User — Triggers when a new portal user is added to an account.
- New Request Template — Triggers when there is a new request template.
- New Task Template — Triggers when there is a new task template.
Actions (6)
Things Salesflare can make it do
- Add Portal User to Account — Adds a portalUser (your client) to the specified account. Portal users sign in with their email on the client login page.
- Add Task Template to Account — Adds a task template to an account
- Archive Account — Archives an account making it inaccessible
- Create Account — Creates a new account
- Remove User From Account — Removes a user from an account
Show 1 more actions
- Send Request to Portal User — Sends a request to a portal user from a request template
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