Zapa and Salesflare
How to connect Zapa
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When task Completed in Zapa, create task in Salesflare.
- When new Task Created in Zapa, create task in Salesflare.
- When new Task in Salesflare, create Task in Zapa.
About Zapa
Zapa is a secure client portal platform for sharing files, tasks, e-signatures, and workflows with clients.
Zapa operations on Zapier
Triggers (7)
Start a workflow when this happens
- File Uploaded — Triggers when a file is uploaded to a portal.
- Guest Invited — Triggers when a guest is invited to a portal.
- New Portal Created — Triggers when a new portal is created in your organization.
- New Task Created — Triggers when a new task is created in a portal.
- Portal Workflow Changed — Triggers when a portal's workflow state is updated.
Show 2 more triggers
- Signature Completed — Triggers when a PDF signature request is completed.
- Task Completed — Triggers when a task is marked as complete.
Actions (8)
Things Salesflare can make it do
- Complete Task — Marks a task as complete.
- Create Portal — Creates a new portal in your organization.
- Create Task — Creates a new task in a portal.
- Invite Guest — Invites a guest to a portal.
- Set Workflow State — Updates a portal's workflow state.
Show 3 more actions
- Update Portal — Updates an existing portal's settings.
- Update Task — Updates an existing task.
- Upload File — Uploads a file to a portal.
Searches (2)
Look up existing records
- Find Files — Lists files in a portal. Returns file metadata only (names, sizes, dates), not file contents.
- Find Portal — Finds an existing portal by ID.
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