CRM (Customer Relationship Management) > Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
CRM (Customer Relationship Management)
Flexie CRM
Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrações
Account Fields
Get Account Fields.
Update Account
Updates an account.
New Account
Triggers when new account is added within a workflow with a Zapier action.
New Contact
Triggers when a new contact is added within a workflow with a Zapier action.
New Deal
Triggers when new deal is added within a workflow with a Zapier action.
New Lead
Triggers when new lead is added within a workflow with a Zapier action.
Authenticate
Authenticates client into the Flexie CRM.
Contact Fields
Get Contact fields.
Update Contact
Updates a contact.
New Custom Entity
Triggers when a new Custom Entity is created within a workflow with a Zapier action.
Custom Entity Fields
Gets selected Custom Entity fields.
Update Custom Entity
Updates a Custom Entity.
Deal Fields
Get Deal fields.
Update Deal
Updates a deal.
Dynamic Endpoints List
That is a trigger to fetch Dynamic Endpoints List.
Entities List
That is a trigger to fetch Client instance entities.
Entities List Object
That is a trigger to fetch Client instance entities.
Entities List Object Records
That is a trigger to fetch Client instance entities.
Entities List Search
That is a trigger to fetch Client instance entities.
Lead Fields
Gets the lead fields.
Update Lead
Updates a lead.
Newest Accounts
Triggers when mapping an account into an account lookup field.
Newest Custom Entity Records
Triggers when mapping a custom entity as a lookup field.
Newest Contacts
Triggers when mapping a contact into a contact lookup field.
Newest Deals
Triggers when mapping a deal into a deal lookup field.
Newest Leads
Triggers when mapping a contact into a contact lookup field.
Pipeline List
Triggers when a new Deal is created from Action to populate dynamic dropdown.
Stage List
Triggers when a new Deal is created from Action and when a pipeline is selected from pipeline dynamic dropdown.
Create Account
Creates a new account.
Create Custom Entity
Creates a Custom Entity.
Create Contact
Creates a new contact.
Create Deal
Creates a new deal.
Create Lead
Creates a new lead.
Push to Dynamic Endpoint
Push record to Dynamic Endpoint.
Find Account
Finds an existing account.
Find Contact
Find an existing Contact.
Find Custom Entity
Finds an Existing Custom Entity Record.
Find Deals
Finds an existing Deal.
Find Lead
Find an existing Lead.
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