TalleFlow and Salesflare
How to connect TalleFlow
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Contact in TalleFlow, find or create contact in Salesflare.
- When new Form Submission in TalleFlow, find or create contact in Salesflare.
- When new Payment in TalleFlow, create opportunity, then find or create contact in Salesflare.
- When new or Updated Task in TalleFlow, create task in Salesflare.
- When new Task in Salesflare, create Task in TalleFlow.
About TalleFlow
TalleFlow is a CRM and collaboration platform built for creative professionals to manage contacts, projects, and workflows in one place.
TalleFlow operations on Zapier
Triggers (7)
Start a workflow when this happens
- Document Signed — Triggers when a document (contract) is fully signed.
- New Contact — Triggers when a new contact is created.
- New Form Submission — Triggers when a form is submitted.
- New Payment — Triggers when a payment is received (invoice paid).
- New Project — Triggers when a new project is created.
Show 2 more triggers
- New or Updated Task — Triggers when tasks are found, ordered by last update (polled; dedupes by task id).
- Project Status Changed — Triggers when a project status (stage) changes.
Actions (3)
Things Salesflare can make it do
- Create Contact — Creates a new contact in TalleFlow.
- Create Project — Creates a new project in TalleFlow.
- Create Task — Creates a new task in TalleFlow.
Searches (2)
Look up existing records
- Find Contact — Finds a contact by email address.
- Find Project — Finds a project by name or id.
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