TrustLayer and Salesflare
How to connect TrustLayer
- Via Zapier — 49 operations available. Set it up ↗
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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