Whoz and Salesflare

Project Management whoz.com ↗

How to connect Whoz

Via Zapier — 76 operations available. Set it up ↗

What you can automate

When account Created in Whoz, find or create account in Salesflare.
When deal Created in Whoz, create opportunity in Salesflare.
When deal Updated in Whoz, create opportunity in Salesflare.
When opportunity/Deal Created in Whoz, create opportunity in Salesflare.
When opportunity/Deal Updated in Whoz, create opportunity in Salesflare.
When opportunity Won in Whoz, create opportunity in Salesflare.

About Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level services firms in streamlining complex and large-scale project.

Whoz operations on Zapier

Triggers (21)

Start a workflow when this happens

Account Created — Triggers when an account has been created.
Deal Created — Triggers when a new deal has been created in Whoz.
Deal Deleted — Triggers when a deal has been deleted in Whoz.
Deal Restored — Triggers when a previously deleted deal has been restored in Whoz.
Deal Updated — Triggers when a deal has been updated in Whoz.

Show 16 more triggers

Opportunity Lost — Triggers when an opportunity has been lost.
Opportunity Won — Triggers when an opportunity has been won.
Opportunity/Deal Created — Triggers when an opportunity or a deal has been created.
Opportunity/Deal Updated — Triggers when an opportunity or a deal has been updated.
Project Created — Triggers when a project has been created.
Talent Created — Triggers when a talent has been created.
Talent Updated — Triggers when a talent has been updated.
Task Assigned — Triggers when a task has been assigned to a talent in Whoz.
Task Cancelled — Triggers when a task has been cancelled in Whoz.
Task Created — Triggers when a task has been created
Task Deleted — Triggers when a task has been deleted in Whoz.
Task Started — Triggers when a task has been started in Whoz.
Task Stopped — Triggers when a task has been stopped/completed in Whoz.
Task Unassigned — Triggers when a task has been unassigned from a talent in Whoz.
Task Uncancelled — Triggers when a previously cancelled task has been uncancelled in Whoz.
Task Updated — Triggers when a task has been updated in Whoz. This includes any changes to task details, status, assignments, or scheduling information.

Actions (34)

Things Salesflare can make it do

Add or Update Candidate on Task — Adds or updates a talent as a candidate on an existing task in Whoz
Bulk Save Dossier — Save a Dossier (opportunity or deal)
Bulk Save Talent — Save a Talent. ⚠️ Important: Providing an email automatically creates a User account for federation login.
Cancel Task — Cancels a task by changing its status from REQUEST to CANCELLED
Clear Worklogs — Clear (delete) all worklogs for a talent between two dates

Show 29 more actions

Create Account — Create an Account
Create Activity — Create an Activity
Create Billing Item — Create a new Billing Item
Create Profile — Create a Profile
Create Task — Create a Task (talent request, assignment, open position)
Delete Account — ⚠️ Soft delete an account/company. This marks the account as removed but preserves historical data, dossiers, and relationships.
Delete Activity — Deletes an Activity using Whoz API V15 (soft removal, sets the removed flag to true)
Delete Billing Item — Soft deletes a Billing Item in Whoz
Delete Dossier — ⚠️ Soft delete a dossier/opportunity from Whoz. This marks the dossier as removed but preserves historical data, tasks, and assignments.
Delete Profile — Deletes a Profile using Whoz API
Delete Resume — Deletes a resume file using Whoz API
Delete Talent — ⚠️ Soft delete a talent from Whoz. This marks the talent as removed but preserves historical data and assignments.
Delete Task — Soft deletes a Task in Whoz. Note: Task can only be deleted if it is in REQUEST status.
Remove Candidate From Task — Removes a talent as a candidate from an existing task in Whoz
Restore Activity — Restores a previously deleted Activity using Whoz API V15
Restore Billing Item — Restores a previously soft-deleted Billing Item in Whoz
Save Worklog — Save a worklog entry for a specific date. Set workload to 0 to delete an existing worklog.
Schedule Worklogs — Schedule worklogs for a talent between two dates based on a weekly pattern
Set Profile as Main — Sets a profile version as the main version for the related Talent using Whoz API
Start Task — Starts a task by changing its status from REQUEST to IN_PROGRESS and assigning talents to it
Update Account — Update an existing account/company. Only provided fields will be updated (partial update).
Update Activity — Update an Activity
Update Billing Item — Updates an existing Billing Item in Whoz
Update Dossier — Update an existing dossier/opportunity using Whoz API V14. Only provided fields will be updated (partial update).
Update Profile — Updates an existing Profile using Whoz API
Update Talent — Update an existing talent using Whoz API V14. Only provided fields will be updated (partial update).
Update Task — Updates an existing Task in Whoz
Upload Resume — Uploads a resume file and attaches it to a Profile using Whoz API
Validate Billing Item — Validates a Billing Item in Whoz, updating its status to VALIDATED

Searches (21)

Look up existing records

Find Accounts by External IDs — Find accounts matching the given external identifiers
Find Dossiers by External IDs — Returns dossiers (opportunities/deals) matching the given external identifiers using Whoz API V14
Find Talents by External IDs — Returns talents matching the given external identifiers using Whoz API V14
Find Tasks by Dossier IDs — Returns tasks belonging to the given dossiers using Whoz API
Find Tasks by External IDs — Find tasks matching the given external identifiers

Show 16 more searches

Find Tasks by Workspace — Find tasks matching the given workspace ID
Get Activity — Get an Activity
Get Current User — Retrieves information about the currently authenticated user using Whoz API V14
Get Dossier — Retrieves a specific Dossier (opportunity/deal) by ID using Whoz API
Get Profile — Retrieves a specific Profile by ID using Whoz API
Get Talent — Retrieves a specific Talent by ID from Whoz
Get Task — Retrieves a specific Task by ID from Whoz
List Activities by Workspace — Lists Activities in a specific Workspace using Whoz API V15. This endpoint returns all types of activities in the workspace.
List Activities for Talent — List activities that directly concern a specific talent. Note: This endpoint only returns activities of type "actions" and not other types of activities.
List Available Federations — Returns the federations accessible to the current API user
List Billing Items — Lists all billing items for a specific dossier
List Dossiers — Returns a list of dossiers (opportunities/deals) from the specified federation using Whoz API
List Profiles — Retrieves a list of all Profiles using Whoz API
List Talents — Returns a list of talents (users) from the specified federation using Whoz API
List Worklogs — List worklogs for a specific talent and month in a workspace
List Workspaces — Returns a list of workspaces from the specified federation using Whoz API