Taskip and Salesflare
How to connect Taskip
- Via Zapier — 22 operations available. Set it up ↗
What you can automate
- When new Company Created in Taskip, find or create account in Salesflare.
- When new Contact Created in Taskip, find or create contact in Salesflare.
- When new Invoice Created in Taskip, create opportunity, then find or create contact in Salesflare.
- When new Support Ticket Created in Taskip, create task in Salesflare.
- When new Account in Salesflare, create Company in Taskip.
About Taskip
Taskip is a comprehensive project management and CRM platform designed to streamline workflows for agencies and service businesses.
Taskip operations on Zapier
Triggers (9)
Start a workflow when this happens
- Contact Invited to Workspace — Triggers when a contact is invited to access the workspace portal.
- New Company Created — Triggers when a new company is created.
- New Contact Created — Triggers when a new contact is created.
- New Invoice Created — Triggers when a new invoice is created.
- New Quotation Created — Triggers when a new quotation is created.
Show 4 more triggers
- New Support Ticket Created — Triggers when a new support ticket is created.
- Project Created — Triggers when a new project is created in your system.
- Support Ticket Deleted — Triggers when a support ticket is deleted.
- Support Ticket Status Updated — Triggers when a support ticket status is updated.
Actions (13)
Things Salesflare can make it do
- Create Company — Creates a new company.
- Create Contact — Creates a new contact.
- Create Invoice — Creates a new invoice.
- Create Project — Creates a new project.
- Create Quotation — Creates a new quotation (estimate).
Show 8 more actions
- Delete Company — Deletes an existing company by ID.
- Delete Contact — Deletes an existing contact using Contact ID.
- Delete Invoice — Deletes an invoice by its ID.
- Delete Project — Deletes a project by its ID.
- Delete Quotation — Deletes a quotation by its ID.
- Update Company — Updates an existing company by ID.
- Update Contact — Updates an existing contact via the public API.
- Update Project — Updates an existing project.
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