Valuecase and Salesflare
How to connect Valuecase
- Via Zapier — 14 operations available. Set it up ↗
- Via Make — 15 modules available. Set it up ↗
What you can automate
- When new Form Completed in Valuecase, find or create contact in Salesflare.
- When task Completed in Valuecase, create task in Salesflare.
About Valuecase
Valuecase enables you to create custom microsites for external communication, collaboration, project management, and tracking.
Valuecase operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Form Completed — Triggers when a new Form is completed.
- New Space Created — Triggers when a new Space is created.
- Task Completed — Triggers when a task is completed.
Actions (5)
Things Salesflare can make it do
- Add External ID to Space — Sets integration properties of a Space (e.g. HubSpot Deal ID, etc.)
- Archive Space — Allows you to archive or unarchive the Space.
- Complete Task — Marks an Action Plan Task as Completed
- Create Space — Creates a new Valuecase Space.
- Update Space Custom Property — Updates Custom Property value on an existing Space
Searches (6)
Look up existing records
- Get Space by Slug — Gets a Space in Valuecase by its slug
- Return All Custom Properties of Space — Returns all Custom Properties associated with the provided Space. NOTE: query results are returned in a `results` array, so you can iterate over them manually.
- Return All Forms for Space — Returns all Forms (both completed and not) for the provided Space. NOTE: query results are returned in a `results` array, so you can iterate over them manually.
- Return All Outstanding Tasks for Space — Returns all outstanding (not Complete) Tasks for the provided Space. NOTE: query results are returned in a `results` array, so you can iterate over them manually.
- Return External IDs by Space ID — Returns all External IDs associated with the provided Space (such as Hubspot Deal ID, etc.). NOTE: query results are returned in a `results` array, so you can iterate over them manually.
Show 1 more searches
- Return Spaces by External ID — Returns all Spaces by their External ID (e.g. Pipedrive Lead ID) that was provided during Space creation. NOTE: query results are returned in a `results` array, so you can iterate over them manually.
Valuecase operations on Make
Triggers (3)
Start a workflow when this happens
- Watch Completed Form — Triggers when a new completed task is discovered.
- Watch Completed Task — Triggers when a new completed task is discovered.
- Watch Created Space — Triggers when a new Space is discovered.
Actions (6)
Things Salesflare can make it do
- Add an External ID to Space — Sets integration properties of a Space (e.g. HubSpot Deal ID, etc.).
- Complete a Task — Marks an Action Plan Task as Completed.
- Create a Space — Creates a new Valuecase Space.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Custom Property of a Space — Sets Custom Property value on an existing Space.
Show 1 more actions
- Update a Space — Allows you to change the owner of a Space or archive it.
Searches (6)
Look up existing records
- Get a Space by Slug — Gets a Space in Valuecase by its slug.
- List All Forms for a Space — Fetches all forms (completed or not) for a particular space by space ID
- List All Outstanding Tasks for a Space — Fetches all tasks that are not marked as completed for a particular space.
- List External IDs by Space ID — Fetches external IDs associated with a Space (such as Hubspot Deal ID, etc.).
- List all Custom Properties for a Space — Lists all Custom Properties associated with the Space.
Show 1 more searches
- List Spaces by External ID — Lists Spaces in Valuecase by a third party ID provided during space creation (e.g. CRM ID).
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