Trackabi and Salesflare

How to connect Trackabi

What you can automate

  • When new Client in Trackabi, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Member in Trackabi, find or create contact in Salesflare.
  • When new Task in Trackabi, create task in Salesflare.
  • When new Task in Salesflare, add Task to Project in Trackabi.

About Trackabi

Trackabi is a time tracking, employee monitoring, and leave management software solution designed for freelancers, small and medium-sized companies.

Trackabi operations on Zapier

Triggers (7)

Start a workflow when this happens

  • New Client — Triggers when there's a new client.
  • New Leave — Triggers when there's a new leave.
  • New Member — Triggers when there's a new member.
  • New Project — Triggers when there's a new project.
  • New Task — Triggers when there's a new task.
Show 2 more triggers
  • New Time Entry — Triggers when there's a new timesheet entry.
  • New Time Type — Triggers when new time type appears.

Actions (14)

Things Salesflare can make it do

  • Add Client — Add new client entity
  • Add Project — Creates a new project under the current account.
  • Add Task to Project — Creates a new task for the specified project
  • Add Time Entry — Add a single new entry to a timesheet
  • Assign Member to Project — Assigns one or more members to a specified project and sets their roles within the project.
Show 9 more actions
  • Get Client — Get data about client
  • Get Current Company — Retrieves the company details.
  • Get Project — Returns detailed information about a specific project, identified by its unique ID.
  • Get Task — Gets details of the task
  • Timesheet Get Entry — Retrieves a time entry.
  • Update Client — Update data of the client
  • Update Project — Updates the specified project details
  • Update Task — Updates details of the specified task.
  • Update Time Entry — Update time entry details

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