What you can automate

When account Created in Sydnee, find or create account in Salesflare.

When file Comment Added in Sydnee, create internal note in Salesflare.

When file Comment Reaction Added in Sydnee, create internal note in Salesflare.

When service Ticket Created in Sydnee, create task in Salesflare.

When task Attachment Added in Sydnee, create task in Salesflare.

When task Board Status Update Comment Added in Sydnee, create task in Salesflare.

About Sydnee

Sydnee is a client portal service with task management, live chat, client requests, file storage.

Sydnee operations on Zapier

Triggers (20)

Start a workflow when this happens

Account Created — Triggers when an account is created in Sydnee.
Account Status Changed — Triggers when an account is archived, restored, or deleted.
Deliverable Changed — Triggers when a deliverable is published, viewed, or removed.
File Comment Added — Triggers when a comment is added to a file.
File Comment Reaction Added — Triggers when a reaction is added to a file comment.

Show 15 more triggers

File Uploaded — Triggers when a file is uploaded, receives a new version, is renamed, moved, or deleted.
Portal User Changed — Triggers when a portal user is added, removed, or accesses a client account.
Portal User Sent Live Chat Message — Triggers when a portal user sends a text, attachment, or location message in Live Chat.
Request Field Completed — Triggers when a portal user completes a field in a Request.
Request Status Changed — Triggers when a Request's lifecycle status changes.
Service Request Submitted — Triggers when a portal user requests a service that is not yet active.
Service Ticket Created — Triggers when a portal user creates a ticket for an active service.
Task Attachment Added — Triggers when an attachment is added to a task.
Task Board Status Update Comment Added — Triggers when a comment is added to a task board status update.
Task Board Status Update Comment Reaction Added — Triggers when a reaction is added to a task board status update comment.
Task Board Status Update Posted — Triggers when a task board status update is posted.
Task Board Status Update Reaction Added — Triggers when a reaction is added to a task board status update.
Task Changed — Triggers when a task is created; its details, people, organization, tags, dependencies, or portal user access change; or its lifecycle status changes. Completion and reopening wait 45 seconds for Undo.
Task Comment Added — Triggers when a comment is added to a task.
Task Comment Reaction Added — Triggers when a reaction is added to a task comment.

Actions (8)

Things Salesflare can make it do

Add Portal User to Account — Adds a client to a Sydnee account.
Add Task Template to Account — Adds a task template to a Sydnee account.
Archive Account — Archives a Sydnee account.
Create Account — Creates a client account in Sydnee.
Find Account — Find an account or create one when no match exists.

Show 3 more actions

Find Portal User — Find a portal user or add one to the selected account when no match exists.
Remove Portal User From Account — Removes a client from a Sydnee account.
Send Request to Portal User — Sends a Request from a template to a client.

Searches (2)

Look up existing records

Find Account — Finds an account by name, slug, or Sydnee account ID.
Find Portal User — Finds a portal user in a specific Sydnee account.

Sydnee and Salesflare

How to connect Sydnee