Trackabi and Salesflare
How to connect Trackabi
- Via Zapier — 21 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
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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