Flexie CRM

Flexie CRM Help & Support

What Flexie CRM Triggers and Actions are Supported

Supported Triggers#

  • New Deal - Triggers when new deal is added within a workflow with a Zapier action.
  • New Custom Entity - Triggers when a new Custom Entity is created within a workflow with a Zapier action.
  • New Account - Triggers when new account is added within a workflow with a Zapier action.
  • New Lead - Triggers when new lead is added within a workflow with a Zapier action.
  • Update Lead - Triggers when lead is updated within a workflow with a Zapier action.
  • New Contact - Triggers when a new contact is added within a workflow with a Zapier action.
  • Update Custom Entity - Triggers when a Custom Entity is updated within a workflow with a Zapier action.
  • Update Contact - Triggers when a contact is updated within a workflow with a Zapier action.
  • Update Deal - Triggers when deal is updated within a workflow with a Zapier action.
  • Update Account - Triggers when an account is updated within a workflow with a Zapier action.

Supported Searches#

  • Find Account - Finds an existing account.
  • Find Custom Entity - Finds an Existing Custom Entity Record.
  • Find Contact - Find an existing Contact.
  • Find Deals - Finds an existing Deal.
  • Find Lead - Find an existing Lead.

Supported Actions#

  • Create Contact - Creates a new contact.
  • Update Account - Updates an account.
  • Update Lead - Updates a lead.
  • Create Account - Creates a new account.
  • Update Custom Entity - Updates a Custom Entity.
  • Create Custom Entity - Creates a Custom Entity.
  • Update Deal - Updates a deal.
  • Create Deal - Creates a new deal.
  • Create Lead - Creates a new lead.
  • Update Contact - Updates a contact.

How to Get Started with Flexie CRM on Zapier

When you start creating a Flexie CRM Zap, you will be asked to connect your Flexie CRM account.

Click to connect Flexie CRM

Next, you'll be asked to enter your Flexie CRM API key.

Flexie CRM API Key

To locate your API Key in your Flexie CRM account, please follow these steps:

  1. Login into your Flexie CRM account
  2. Click on the Top Right Menu on your account.
  3. Choose Account
  4. Click API Settings on the Left Menu
  5. Copy API Key or click "Generate New Key"
  6. Copy the generate API Key to your clipboard

[Flexie CRM API Key in account]()

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Flexie CRM account will now be successfully connected.

Flexie CRM connection successful

Common Problems with Flexie CRM on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

Getting Started with Zapier