Vortex and Salesflare
How to connect Vortex
- Via Zapier — 23 operations available. Set it up ↗
What you can automate
- When new Contact in Vortex, find or create contact in Salesflare.
- When new Deal in Vortex, create opportunity in Salesflare.
- When new Note in Vortex, create internal note in Salesflare.
- When new Task in Vortex, create task in Salesflare.
About Vortex
Vortex is a CRM platform with various tracking abilities such as video, screen, and user activity tracking
Vortex operations on Zapier
Triggers (15)
Start a workflow when this happens
- Assigned Automation — Triggers when a new support automation is assigned.
- Delete Contact — Triggers when a support contact is deleted.
- Delete Note — Triggers when a new support ticket is created.
- Delete Task — Triggers when a new support task is deleted.
- Lead Source — Triggers when a contact is added from Lead source such as Schedule and Lead form.
Show 10 more triggers
- Move Deal — Triggers when a support deal is moved.
- New Contact — Triggers when a new contact is created.
- New Deal — Triggers when a new support deal is created.
- New Note — Triggers when a new support note is created.
- New Task — Triggers when a new support task is created.
- Send Material — Triggers when a new support material is sent.
- Update Contact — Triggers when a support contact is updated.
- Update Note — Triggers when a support note is updated
- Update Task — Triggers when a support task is updated.
- Watch Material — Triggers when a support material is watched.
Actions (8)
Things Salesflare can make it do
- Add Contact — Creates a Contact in the system.
- Add Note — Add a note to contact
- Add Tag — Add a new label to contact in Vortex
- Assign Automation — Assign automation to a Contact.
- Create Followup — It creates follow up to contact in Vortex
Show 3 more actions
- Send Image — Send image to a prospect.
- Send Video — Send Video to a prospect.
- Update Contact — Update a Contact into Votex account.
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