Restya Core Integrations with ProsperWorks through Make (Integromat)

ProsperWorks

ProsperWorks CRM helps you and your team sell more faster by identifying, organizing and tracking contacts and sales opportunities right in Gmail. Since ProsperWorks requires far less data entry, salespeople can focus on their deals and managers can make better decisions with accurate, real-time data. Set up takes less than five minutes and there is minimal training required.

Triggers

Add Members to Project

Data sent to ProsperWorks, when the user adds one or more members to a specific project.

New Task

Data sent to ProsperWorks, when the user creates a new task in the project.

Create Task Comment

Data sent to ProsperWorks, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to ProsperWorks, when the user added a new comment.

New Activity

Data sent to ProsperWorks, when the user performs any activity.

New Task Activity

Data sent to ProsperWorks, when the user performs any activity on the particular task of the project.

Actions

Create Company

Creates a new Company.

Create Task

Creates a new Task.

Create Lead

Creates a new Lead.

Create/Update Person

Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.

Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Create Opportunity

Creates a new Opportunity.