Tilkee and Salesflare

How to connect Tilkee

When new Contact Accessed Your Document in Tilkee, find or create contact in Salesflare.

Use Tilkee's latest API to track how your contacts read your documents.

Start a workflow when this happens

Document Has Been Signed — Triggers when a contact signed a document through one of your access link.
New Connexion — Triggers when a new connexion is done on your projects.
New Contact Accessed Your Document — Triggers when a new contact access your document for the first time using the link with authentication.

Things Salesflare can make it do

Add Components — Add component to an existing project. You can add an existing item as a component to your project or create a new one and add it to your project.
Create Item — Creates an item.
Create Project — Create a project and its access links.
Update Project — Update a specific project.

Look up existing records

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