Whale and Salesflare
How to connect Whale
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Assignment in Whale, create task in Salesflare.
- When new Review in Whale, create internal note in Salesflare.
- When new Task in Salesflare, create Card in Whale.
About Whale
Centralize all your processes, SOPs, playbooks, and more — so you can quickly onboard, train, and set your team up for success.
Whale operations on Zapier
Triggers (6)
Start a workflow when this happens
- Assignment Marked as Done — Triggers when an assignment is marked as done
- Assignment Over Due — Triggers when an assignment is over due
- New Assignment — Triggers when a new card or playbook is assigned to a user.
- New Review — Triggers when a new card or playbook review is assigned to a user.
- Review Marked as Done — Triggers when a review is marked as done
Show 1 more triggers
- Review Over Due — Triggers when a review is over due.
Actions (7)
Things Salesflare can make it do
- Add Comment — Add comment to a card
- Add a Tag — Add a tag to a card
- Add to Group — Add a user to a group
- Create Card — Create a Card
- Invite User — Add a user to your Whale workspace
Show 2 more actions
- Mark Assignment Done — Mark an assignment as done
- Remove From Group — Remove a user from a group
Searches (2)
Look up existing records
- Search User — Search for the email of a user in Whale
- Search in Whale — Search a library, playbook or card in Whale
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