K Factors + Flexie CRM Integrations
How to connect K Factors + Flexie CRM
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New NotificationTriggers when a new notification is created.Trigger- Get Widget DataGets widget dataAction
- Post Widget DataPosts data to widgetAction
Update AccountTriggers when an account is updated within a workflow with a Zapier action.Trigger- New AccountTriggers when new account is added within a workflow with a Zapier action.Trigger
- New ContactTriggers when a new contact is added within a workflow with a Zapier action.Trigger
- New DealTriggers when new deal is added within a workflow with a Zapier action.Trigger
- New LeadTriggers when new lead is added within a workflow with a Zapier action.Trigger
- Flexie CRM
Triggers when a contact is updated within a workflow with a Zapier action.
Instant
Trigger
- Flexie CRM
Triggers when a new Custom Entity is created within a workflow with a Zapier action.
Instant
Trigger
- Flexie CRM
Triggers when a Custom Entity is updated within a workflow with a Zapier action.
Instant
Trigger
- Flexie CRM
Triggers when deal is updated within a workflow with a Zapier action.
Instant
Trigger
- Flexie CRM
Triggers when lead is updated within a workflow with a Zapier action.
Instant
Trigger
- Flexie CRM
Creates a new account.
Scheduled
Action
- Flexie CRM
Creates a Custom Entity.
Scheduled
Action
- Flexie CRM
Creates a new contact.
Scheduled
Action
- Flexie CRM
Creates a new deal.
Scheduled
Action
- Flexie CRM
Creates a new lead.
Scheduled
Action
- Flexie CRM
Push record to Dynamic Endpoint.
Scheduled
Action
- Flexie CRM
Updates an account.
Scheduled
Action
- Flexie CRM
Updates a Custom Entity.
Scheduled
Action
- Flexie CRM
Updates a contact.
Scheduled
Action
- Flexie CRM
Updates a deal.
Scheduled
Action
- Flexie CRM
Updates a lead.
Scheduled
Action
- Flexie CRM
Finds an existing account.
Scheduled
Action
- Flexie CRM
Find an existing Contact.
Scheduled
Action
- Flexie CRM
Finds an Existing Custom Entity Record.
Scheduled
Action
- Flexie CRM
Finds an existing Deal.
Scheduled
Action
- Flexie CRM
Find an existing Lead.
Scheduled
Action
- Flexie CRM
Find or Create an Account
Scheduled
Action
- Flexie CRM
Find or Create Contact
Scheduled
Action
- Flexie CRM
Find or Create Custom Field
Scheduled
Action
- Flexie CRM
Find or Create a Deal
Scheduled
Action
- Flexie CRM
Find or Create Lead
Scheduled
Action
How K Factors + Flexie CRM Integrations Work
- Step 1: Authenticate K Factors and Flexie CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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About Flexie CRM
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