Traci and Salesflare

How to connect Traci

What you can automate

  • When task Updated in Traci, create task in Salesflare.
  • When new Task in Salesflare, create Project Task in Traci.

About Traci

Traci is a tool for creating real time progress reports for any project.

Traci operations on Zapier

Triggers (2)

Start a workflow when this happens

  • Project Created — Triggers when a new Traci project is created.
  • Task Updated — Triggers when a task is updated.

Actions (7)

Things Salesflare can make it do

  • Add Email Subscriber to Project — Add a new Email subscriber to an existing Traci third-party project
  • Add SMS Subscriber to Project — Add a new SMS subscriber to an existing Traci third-party project
  • Create Project — Create a project in Traci
  • Create Project From Template — Create a project from a template.
  • Create Project Task — Create a task in an existing third-party Traci project
Show 2 more actions
  • Update Project Task Status — Update the status of a task in an existing third-party Traci project
  • Update Task Status — Update a task's status.

Searches (1)

Look up existing records

  • Get Project — Get a project in Traci

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