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Visible and Salesflare

Dashboards visible.vc ↗

How to connect Visible

What you can automate

  • When new Account in Salesflare, create Portfolio Company in Visible.

About Visible

Capture key performance data and share your story with key stakeholders all in one platform.

Visible operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New Request Completed — Triggers when a response to a request is completed (investor platform only)

Actions (5)

Things Salesflare can make it do

  • Add Value to Metric — Increments a data point for an existing metric (the metric must be a daily metric)
  • Create Investor — Creates a new investor in a fundraising pipeline
  • Create Portfolio Company — Creates a new portfolio company (investor platform only)
  • Create or Update Contact — Creates a contact (or updates contact based on email address)
  • Set Value for Metric — Sets or replaces a data point for an existing metric (the metric must be a daily metric)

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