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Truss and Salesflare

Documents gettruss.io ↗

How to connect Truss

What you can automate

  • When new Task in Truss, create task in Salesflare.
  • When new Contact Linked to Entity in Truss, find or create contact in Salesflare.
  • When new Comment in Truss, create internal note in Salesflare.
  • When new Contact in Truss, find or create contact in Salesflare.
  • When new Task in Salesflare, create Tasks From Group Template in Truss.

About Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

Truss operations on Zapier

Triggers (14)

Start a workflow when this happens

  • Contact Modified — Triggers when a contact info is changed.
  • New Comment — Triggers when a new comment is added to a task.
  • New Contact — Triggers when a new contact is created.
  • New Contact Linked to Entity — Trigger when a new contact is linked to Entity
  • New Entity — Trigger when a new entity is created
Show 9 more triggers
  • New File Upload — Triggers when a new file is uploaded to the Webapp.
  • New Project Created — Triggers when a new project is created.
  • New Project Linked to Entity — Trigger when a new project is linked to entity
  • New Task — Triggers when add new Task to a porject.
  • Project Modified — Triggers when a project is modified.
  • Project Ready — Trigger when client finish all tasks
  • Project Status Change — Triggers when the project status change
  • Project Task Modified — Triggers when a project task is modified.
  • Stripe Payment Complete — Triggers when a user finish the stripe payment

Actions (16)

Things Salesflare can make it do

  • Add Contact to Entity — Add an exiting contact to an exiting entity.
  • Add Project Tag — Add a tag to a project
  • Add Project to Entity — Add an exiting project to an exiting entity.
  • Change Project Status — Change project status
  • Create Assignee by Contact ID — Create assignee though Contact ID
Show 11 more actions
  • Create Contact — Creates a Contact in the system.
  • Create Entity — Create a new entity in the system.
  • Create New Project by User Id — Create a new project by user id
  • Create Tasks From Group Template — Create tasks using group template
  • Get All Firm User — Get all the user from firm
  • Get All Projects in Firm — Get all projects in your firm
  • Get Contact by ID — Get the contact info by ID
  • Get Entity by ID — Get the eneity information by entity ID
  • Get Incovice Tasks — Get all the invoice tasks in the firm.
  • Remove Project Tag — Remove a project tag
  • Update Project Name or Metadata — Update Project Name or Metadata

Searches (4)

Look up existing records

  • Get All Tasks in Project — Get all the tasks in one projects.
  • Get One Task From Project — Get one task from project
  • Get Project by ID — Get Project information by ID
  • Get User by ID — Get user by their user ID

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