Taghash and Salesflare

How to connect Taghash

Taghash is a SaaS application which helps in dealflow and portfolio management

Start a workflow when this happens

Deal Category Change — Triggers when deal category for a deal is added or removed.
Deal Creation Trigger — Triggers when a new deal is created
Deal Stage Trigger — Triggers when a deal stage gets changed for a deal.

Things Salesflare can make it do

Create New Deal — Creates a new deal along with adding custom field values and categories. It also creates deal in a specific workspace with a specific deal stage.
Create Note — Create deal note in the deal
Find or Create Deal — Finds deal by deal name
Update Deal — Update custom field values, categories, workspace, deal stage for a deal

Look up existing records

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