Vestberry and Salesflare
How to connect Vestberry
- Via Make — 18 modules available. Set it up ↗
What you can automate
- When new Notes in Vestberry, create an internal note in Salesflare.
- When new Portfolio Companies in Vestberry, create an account in Salesflare.
- When new Portfolio Company Report in Vestberry, create an account in Salesflare.
- When new Portfolio Company KPIs in Vestberry, create an account in Salesflare.
- When new Accounts in Salesflare, add a Portfolio Company in Vestberry.
Vestberry operations on Make
Triggers (5)
Start a workflow when this happens
- Watch New Notes — Triggers when a note is watched.
- Watch New Portfolio Companies — Triggers when a portfolio company is watched.
- Watch New Portfolio Company Report — Triggers when reports from Portfolio Companies are submitted.
- Watch Portfolio Company KPIs — Triggers when a given Portfolio Compan KPIs are watched.
- Watch for Files — Triggers when a file is watched.
Actions (7)
Things Salesflare can make it do
- Add a Note to a Portofolio — Adds a note.
- Add a Portfolio Company — Adds a portfolio company.
- Get a Fund by ID — Gets fund by ID.
- Get a Metric For a Fund — Retrieves metrics for a given fund.
- Get a Metric For a Portfolio Company — Get metrics for given portfolio company.
Show 2 more actions
- Make an API Call — Performs an arbitrary authorized API call.
- Upload File — Uploads a file to a selected fund and portfolio company.
Searches (6)
Look up existing records
- Get Notes — Lists notes.
- List New Portfolio Company Report — List New Portfolio Company Report.
- List Portfolio Companies — Lists portfolio companies.
- Search Files — Searches for a FileConnection.
- Search Funds — Retrieves Funds.
Show 1 more searches
- Search Portfolio Company — Searches for KPIs for a given portfolio company.
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