Trolley and Salesflare
How to connect Trolley
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When payment Status Updated in Trolley, create opportunity, then find or create contact in Salesflare.
- When recipient Updated in Trolley, find or create contact in Salesflare.
About Trolley
Trolley helps businesses send payouts to (and manage associated tax details for) their vendors, suppliers, artists, and independent contractors worldwide.
Trolley operations on Zapier
Triggers (2)
Start a workflow when this happens
- Payment Status Updated — Triggers when a payment's status is updated.
- Recipient Updated — Triggers when a recipient is updated.
Actions (8)
Things Salesflare can make it do
- Add a Payment — Add a Payment to an existing Batch.
- Create Payment — Creates a batch with a payment, without processing the batch.
- Create Recipient — Creates a new recipient.
- Create a Batch — Creates an empty batch.
- Find or Create Recipient — Find a Recipient or create one if not found.
Show 3 more actions
- Process an Existing Batch — Send an existing batch to processing.
- Request Recipient Payment Information — Request payment information from a recipient.
- Send a Payment — Creates a batch with a payment, and sends it to processing.
Searches (2)
Look up existing records
- Find Recipient — Find a recipient by email, name or referenceID.
- Retrieve a Recipient — Retrieve all details of a recipient by Recipient ID.
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