Parsio + Salesflare Integration

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Parsio + Salesflare Integration
1.
  • Parsio
    Document is parsed (Flat tables) in Parsio

    Triggers the automation whenever a document is parsed into flat tables

    Instant
  • Parsio
    Document is parsed (Nested tables) in Parsio

    Triggers the automation whenever a document containing nested tables is parsed

    Instant
  • Parsio
    Table is parsed in Parsio

    Triggers the automation whenever a table is parsed

    Instant
  • Parsio
    Attachment is recieved in Parsio

    Triggers the automation whenever a file or document is attached to an incoming email

    Instant
  • Salesflare
    Contact is created in Salesflare

    Triggers the automation whenever a new contact is created

  • Salesflare
    Person is created in Salesflare

    Triggers the automation whenever a new person is created

  • Salesflare
    Opportunity is created in Salesflare

    Triggers the automation whenever any opportunity is updated

  • Salesflare
    Account is created in Salesflare

    Triggers the automation whenever a new account is created

  • Salesflare
    Opportunity stage is created in Salesflare

    Triggers the automation whenever a new opportunity stage is created

  • Salesflare
    Task is created in Salesflare

    Triggers the automation whenever a new task is created

  • Salesflare
    User is created in Salesflare

    Triggers the automation whenever a new user is created

2.
  • Salesflare
    Update opportunity in Salesflare

    Automatically updates the opportunity details as needed

  • Salesflare
    Create opportunity in Salesflare

    Automatically creates a new instance of the support system

  • Salesflare
    Create contact in Salesflare

    Automatically adds a new contact to the database

  • Salesflare
    Add contact to account in Salesflare

    Automatically import and save new contacts to the designated account

  • Salesflare
    Search contact in Salesflare

    Automatically finds and retrieves contact information

  • Salesflare
    Update contact in Salesflare

    Automatically updates contact information with new details

  • Salesflare
    Search contact by email in Salesflare

    Automatically finds and retrieves contact information using their email address

  • Salesflare
    Search person in Salesflare

    Automatically retrieves information about a person

  • Salesflare
    Search opportunity by name in Salesflare

    Automatically searches for a opportunity by its name

  • Salesflare
    Create account in Salesflare

    Automatically generates a new account

  • Salesflare
    Search account by name in Salesflare

    Automatically searches for an account using the name

  • Salesflare
    Update account in Salesflare

    Automatically updates account information

  • Salesflare
    Create task in Salesflare

    Automatically creates a new task

  • Salesflare
    Search opportunity stages in Salesflare

    Automatically searches for opportunity stages

  • Salesflare
    Search user in Salesflare

    Automatically searches for a user

  • Salesflare
    Add user to account in Salesflare

    Automatically adds a new user to the account with particular permissions and access rights

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