Salesflare Salesflare Integrations

Vertask and Salesflare

Task Management vertask.com ↗

How to connect Vertask

What you can automate

  • When new Client in Vertask, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Task or Ticket in Vertask, create task in Salesflare.
  • When new Task in Salesflare, create Task or Ticket in Vertask.

About Vertask

Vertask is a AI-powered help desk and PSA for lean IT teams. Manage tickets, IT assets, contracts, projects, and a client portal in one place.

Vertask operations on Zapier

Triggers (7)

Start a workflow when this happens

  • Contract Expiring Soon — Triggers when a contract enters its renewal window.
  • New Asset — Triggers when an asset is added.
  • New Client — Triggers when a client is added.
  • New Contract — Triggers when a contract is created.
  • New Knowledge Base Article — Triggers when an article is published in a KB section.
Show 2 more triggers
  • New Project — Triggers when a project is created.
  • New Task or Ticket — Triggers when a task or ticket is created.

Actions (13)

Things Salesflare can make it do

  • Add Comment to Task — Posts a comment on a task or ticket.
  • Create Asset — Creates an asset.
  • Create Client — Adds a client user.
  • Create Contract — Creates a contract.
  • Create Kanban Card — Adds a card to a kanban column.
Show 8 more actions
  • Create Knowledge Base Article — Publishes an article into a KB section.
  • Create Location — Creates a site or location.
  • Create Project — Creates a project.
  • Create Tag — Creates a tag.
  • Create Task or Ticket — Creates a task or ticket in Vertask.
  • Custom API Request — Calls any Vertask API method directly. Use this for anything the built-in actions do not cover yet.
  • Tag a Task — Adds or removes tags on a task.
  • Update Task — Updates an existing task or ticket.

Searches (6)

Look up existing records

  • Find Asset — Finds an asset by name, model, serial or notes.
  • Find Client — Finds a client by name or email.
  • Find Contract — Finds a contract by name.
  • Find Project — Finds a project by name.
  • Find Task — Finds a task or ticket by keyword, or by ID for an exact match.
Show 1 more searches
  • Search Knowledge Base — Full-text search across every KB article you can see.

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