Zomentum PartnerAlign and Salesflare
How to connect Zomentum PartnerAlign
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When contact Created in Zomentum PartnerAlign, find or create contact in Salesflare.
- When contact Updated in Zomentum PartnerAlign, find or create contact in Salesflare.
- When client Created in Zomentum PartnerAlign, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Updated in Zomentum PartnerAlign, find or create account, then find or create contact, then add contact to account in Salesflare.
- When opportunity Created in Zomentum PartnerAlign, create opportunity in Salesflare.
- When opportunity Updated in Zomentum PartnerAlign, create opportunity in Salesflare.
About Zomentum PartnerAlign
Zomentum PartnerAlign makes it easier for SaaS companies to support their Partners, grow their channel programs, and scale revenue.
Zomentum PartnerAlign operations on Zapier
Triggers (10)
Start a workflow when this happens
- Client Created — Triggers when a new client is created.
- Client Updated — Triggers when a client is updated.
- Contact Created — Triggers when a new contact is created.
- Contact Updated — Triggers when a contact is update.
- Get All Opportunity Shared by Partner — Triggers when to fetch all Opportunity Shared by Partner.
Show 5 more triggers
- Opportunity Created — Triggers when a new opportunity is created.
- Opportunity Updated — Triggers when Opportunity is updated.
- Users — Triggers when fetch owner while creating client.
- Vendor Partner Invited — Triggers when a partner is invited by the vendor.
- Vendor Partner Status Update — Triggers when a partner accepts/rejects an invitation.
Actions (4)
Things Salesflare can make it do
- Create or Update Client — Create or Update Client
- Create or Update Contact — Create or Update Contact
- Create or Update Opportunity — Create or Update Opportunity
- Create or Update Partner — Create or Update Partner
Searches (3)
Look up existing records
- Get Client Company — Find Client Company by id
- Get Client Contact — Find Client Contact by ID
- GetOpportunity — Find Opportunity by id
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