Workbase and Salesflare
How to connect Workbase
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When new User Invited in Workbase, create meeting, then create call in Salesflare.
About Workbase
Workbase is an Employee Platform for Increased Productivity.
Workbase operations on Zapier
Triggers (7)
Start a workflow when this happens
- New User Invited — Trigger when a new user is invited to join your Workbase.
- New User Joined — Trigger when a new user has accepted invitation to join your Workbase.
- Referral Submitted — Trigger when a user submits a referral.
- Training Completed — Triggers when a user completes a training.
- Training Lesson Completed — Triggers when a user completes a training lesson.
Show 2 more triggers
- Training Module Completed — Trigger when a user completes a module within a training course.
- User Not Visited Since — Triggers when a user has not been active for a specified period of time.
Actions (13)
Things Salesflare can make it do
- Create Department — Creates a new department in your company.
- Create Role — Creates a new role in a department.
- Get Company Settings — Gets the company's site settings.
- Get Departments — Gets a list of all departments in your company.
- Get Role Details — Gets detailed information about a specific role.
Show 8 more actions
- Get Training Details — Gets detailed information about a specific training.
- Get Usage Overview — Gets an overview of your company's usage statistics.
- Get User Details — Gets detailed information about a specific user.
- Get User by Email — Returns a user by email from chosen portal.
- Get User by Name — Returns a user by full name from the chosen portal.
- Invite User — Invites a new user to your company.
- Update User Information — Updates an existing user's information.
- Upload File to Library — Upload a file to library.
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