Salesflare Salesflare Integrations

TrustLayer and Salesflare

Business Intelligence trustlayer.io ↗

How to connect TrustLayer

What you can automate

  • When new Comment in TrustLayer, create internal note in Salesflare.

About TrustLayer

TrustLayer is a tool to track compliance risk across your projects.

TrustLayer operations on Zapier

Triggers (30)

Start a workflow when this happens

  • Document Archived — Triggers when a document is archived.
  • Document Deleted — Triggers when a document is deleted.
  • Document Edited — Triggers when a document is edited.
  • Document Flag Removed — Triggers when a document flag is removed.
  • Document Flagged — Triggers when a document is flagged.
Show 25 more triggers
  • Document Processed — Triggers when a document is processed.
  • Document Reviewed — Triggers when a document is reviewed.
  • Document Uploaded — Triggers when a document is uploaded.
  • Document Verification Removed — Triggers when a document verification is removed.
  • Document Verified — Triggers when a document is verified.
  • New Comment — Triggers when a new comment is added to the activity timeline.
  • Party Activated — Triggers when a party is activated.
  • Party Added to a Project — Triggers when a party is added to a project.
  • Party Compliance Changed — Triggers when a party compliance is changed in the global context.
  • Party Compliance Changed in Project — Triggers when a party compliance score changes in a project.
  • Party Compliance Lost — Triggers when a party compliance is lost in the global context.
  • Party Compliance Lost in Project — Triggers when a party compliance is lost in a project.
  • Party Compliance Profile Changed — Triggers when a party compliance profile is changed.
  • Party Compliance Reached — Triggers when a party compliance is reached in the global context.
  • Party Compliance Reached in Project — Triggers when a party compliance score reaches 100% in a project.
  • Party Created — Triggers when a party is created.
  • Party Deactivated — Triggers when a party is deactivated.
  • Party Deleted — Triggers when a party is deleted.
  • Party Removed From a Project — Triggers when a party is removed from a project.
  • Party Updated — Triggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes.
  • Project Activated — Triggers when an inactive project is activated.
  • Project Created — Triggers when a project is created.
  • Project Deactivated — Triggers when an active project is deactivated.
  • Project Deleted — Triggers when a project is deleted.
  • Project Updated — Triggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated.

Actions (14)

Things Salesflare can make it do

  • Add Custom Field to Party — Adds a custom field to a party.
  • Add Document to Party — Adds a Document to a party.
  • Add Document to Project — Adds a Document to a project.
  • Add Party to Project — Adds a party to a project.
  • Assign a Party Compliance Profile — Assign a Party Compliance Profile
Show 9 more actions
  • Create Document — Creates a document.
  • Create Party — Creates a new party.
  • Create Party Contact — Creates a new party contact.
  • Create Project — Creates a new project.
  • Find or Create Party — Finds Parties by External ID.
  • Find or Create Project — Finds a project by name, description or external ID.
  • Remove Document From Project — Remove a Document from a project.
  • Remove Party From Project — Remove a Party from a project.
  • Update Document — Updates a document.

Searches (5)

Look up existing records

  • Find Compliance Profile — Finds a compliance profile given the name
  • Find Custom Field — Finds a custom field given the name
  • Find Parties — Finds Parties by External ID.
  • Find Party Type — Finds a party type given the name.
  • Find Project — Finds a project by name, description or external ID.

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