Zavitac and Salesflare
How to connect Zavitac
- Via Zapier — 26 operations available. Set it up ↗
What you can automate
- When new Deal in Zavitac, create opportunity in Salesflare.
- When new Organization in Zavitac, find or create account in Salesflare.
- When new Person in Zavitac, find or create contact in Salesflare.
- When updated Organization in Zavitac, find or create account in Salesflare.
- When updated Person in Zavitac, find or create contact in Salesflare.
- When new Account in Salesflare, create Organization in Zavitac.
About Zavitac
Zavitac is an easy-to-use yet amazingly capable CRM platform that engages your whole team to win deals faster.
Zavitac operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Activity — Triggers when a new activity is created.
- New Deal — Triggers when a new deal is created.
- New Organization — Triggers when a new organization is created.
- New Person — Triggers when a new person/contact is created.
- Updated Activity — Triggers when an Activity was updated.
Show 5 more triggers
- Updated Deal — Triggers when a deal was updated.
- Updated Deal Stage — Triggers when a deal stage has been updated.
- Updated Deal Status — Triggers when a deal status has been updated.
- Updated Organization — Triggers when an organization has been updated.
- Updated Person — Triggers when a person/contact has been updated.
Actions (11)
Things Salesflare can make it do
- Create Activity — Creates a new Activity.
- Create Deal — Creates a new deal
- Create Organization — Creates a new organization.
- Create Person — Creates a new person (contact).
- Create Product — Creates a Product
Show 6 more actions
- Find or Create Deal — Finds deals based on a filter.
- Find or Create Organization — Searches an Organization
- Update a Deal — Takes a deal ID as input, and updates the fields to the given inputs.
- Update a Person — Takes a Contact People ID as input, and updates the fields to the given inputs.
- Update an Activity — Takes an activity ID as input, and updates the fields to the given inputs.
- Update an Organization — Takes a contact organization ID as input, and updates the fields to the given inputs.
Searches (5)
Look up existing records
- Search for Activities — Finds activities based on a filter.
- Search for Deals — Finds deals based on a filter.
- Search for Organizations — Searches an Organization
- Search for People — Finds people based on a filter.
- Search for Products — Finds products based on a filter.
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