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Flexie CRM Zapier integrationAutomate Flexie CRM with Zapier.

The Flexie CRM Zapier integration gives you 10 triggers, 11 actions and 5 searches. Every trigger is instant, the app is not premium, and the free plan runs it. Here is what each step does, what it costs, and where it loops.

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Overview

What the Flexie CRM Zapier integration actually does

It links your Flexie CRM account to Zapier so that a change in the CRM (a new lead, an updated deal, a fresh custom entity record) starts an automation, and so that other steps can write accounts, contacts, deals and leads back into Flexie CRM without anyone retyping them.

Three results you can get out of it on day one. A clean sales pipeline: Create Deal opens the deal in the right pipeline and stage the moment a lead qualifies. No duplicate companies: Find Account checks whether the company already exists before anything gets created, and its find-or-create variant fills the gap when it does not. Records that follow each other: Update Deal as a trigger, then Update Account as an action, keeps the company file in step with what the sales rep just changed on the deal.

What Zapier does not do here: there is no delete operation, so nothing in the list removes a record for you. There is no polling trigger either, which is good news (no waiting for the next check) but comes with a condition: the official wording ties each trigger to a Flexie CRM workflow that holds a Zapier action, so the event has to travel through such a workflow on the CRM side before Zapier hears about it.

If your stack leans on another platform, the Flexie CRM Make integration covers the same CRM, and the Make vs Zapier comparison lays the two side by side.

Vocabulary

Zapier vocabulary in one minute

Eight words come back on every line of this page. Here they are in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier sits and waits for it to happen.
Action
What the Zap does after it starts: the step that writes, sends or moves something in an app on your behalf.
Task
The unit Zapier bills. One task is one action your Zap completes successfully; your plan counts those.
Polling vs instant
A polling trigger is checked on a timer. An instant trigger is reported by the app the moment the event happens. All Flexie CRM triggers are instant.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it there otherwise.
Search step
A step that looks up something that already exists in an app, so the next steps can reuse what it found.
Connection
Your Flexie CRM account linked to Zapier once, then reused by every step that talks to Flexie CRM.
Cost

What a Flexie CRM Zap really costs

The trigger never costs a task. You pay for actions that succeed, one task each, and a failed action is not counted.

  • TriggerFree, always
  • Successful action1 task
  • Free plan100 tasks per month, two-step Zaps
  • Premium appNo

The free plan gives you 100 tasks a month and unlimited Zaps, but only two-step Zaps: one trigger, one action. Add a second action, a filter or a search and the Zap becomes a multi-step Zap, which needs a paid plan. Flexie CRM is not a premium app, so it runs on the free plan, and the interval grid below does not touch it: its triggers are all instant. So a Zap built on Flexie CRM never waits for the next check, whichever plan you are on; your only budget question is how many actions succeed.

Connect

Connect Flexie CRM to Zapier in three steps

  1. 01

    Open your Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an existing Flexie CRM account, plus read or write access to any record you do not own and want the Zap to touch.

  2. 02

    Pick Flexie CRM

    Type Flexie CRM in the search box of the dialog, select it, then click Add connection. A new tab opens on the Flexie CRM side to sign you in to your account.

  3. 03

    Sign in and grant access

    Log in to Flexie CRM in that tab and allow Zapier to reach the account. From then on, every Flexie CRM step of every Zap reuses this connection, so you set it up once.

First Zap

Your first Zap: keep the company file in step with its deals

GoalWhen a sales rep changes a deal, find the matching account and update it.

  1. 01

    Build the trigger

    Start a new Zap, choose Flexie CRM as the app and Update Deal as the event. Pick your connection. This is a three-step Zap, so it needs a paid plan.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the account, so you map the next steps on a real deal rather than on blanks.

  3. 03

    Add the search

    Add Find Account. Choose the Unique Field to search by and map its value from the deal. Decide what happens when nothing matches.

  4. 04

    Add the update

    Add Update Account. Set the Identifier and map the Identifier Value from what the search found, then fill the fields you want changed.

  5. 05

    Test, then publish

    Test each step once and read what came back. When the account changes the way you expect, click Publish to switch the Zap on.

Triggers

The 10 Flexie CRM triggers

10 events start a Zap when something happens in Flexie CRM, and 10 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Update Account

Instant trigger

In Zapier“Triggers when an account is updated within a workflow with a Zapier action.”

Starts your Zap when an account (a company record) changes in Flexie CRM. Per the official description, the change has to go through a Flexie CRM workflow that contains a Zapier action, so the event only reaches Zapier from inside such a workflow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an account manager edits the billing details of a client company and your invoicing tool should carry the new version.
Watch out
pairing this trigger with an Update Account action on the same records sets the Zap off again after each write.
2

New Account

Instant trigger

In Zapier“Triggers when new account is added within a workflow with a Zapier action.”

Fires once for each company record added in Flexie CRM through a workflow that holds a Zapier action. It is the entry point for anything that should happen when a new company appears in the CRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a SaaS reseller wants every newly signed company to get its own folder or project set up elsewhere without anyone opening a second tool.
Watch out
accounts that existed before the Zap was published are never sent; moving that backlog is a separate job.
3

New Contact

Instant trigger

In Zapier“Triggers when a new contact is added within a workflow with a Zapier action.”

Hands Zapier each new person saved as a contact in Flexie CRM, provided the record goes through a workflow with a Zapier action. Everything the contact carries can then be mapped into the steps that follow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a recruiting agency registers a candidate as a contact and wants a welcome email to leave right away.
Watch out
a bulk import of contacts can arrive as one huge batch, and Zapier's flood protection may hold it back.
4

New Deal

Instant trigger

In Zapier“Triggers when new deal is added within a workflow with a Zapier action.”

Reacts to every deal created in Flexie CRM within a workflow that holds a Zapier action. Use it to let the rest of your tools know that a sales opportunity just opened.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a solar installer opens a deal after a site visit and the quoting team should be warned straight away, before the client cools down.
Watch out
if a later step of the same Zap creates deals, check you are not feeding the trigger with its own output.
5

New Lead

Instant trigger

In Zapier“Triggers when new lead is added within a workflow with a Zapier action.”

Starts the Zap as soon as a new lead is added in Flexie CRM through a workflow with a Zapier action. This is the classic top-of-funnel trigger: a prospect enters, the follow-up begins.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a training center captures a lead from its open-day sign-ups and wants a contact record and a deal opened for the admissions team.
Watch out
only leads created after you publish the Zap are sent; earlier ones stay where they are.
6

Update Contact

Instant trigger

In Zapier“Triggers when a contact is updated within a workflow with a Zapier action.”

Watches existing contacts and wakes the Zap whenever one of them is edited inside a workflow that carries a Zapier action. Handy when a change of phone, email or owner should spread to other systems.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a property manager updates a tenant's details and the maintenance team's tool should never work with the old number.
Watch out
an Update Contact action in the same Zap writes back to the place this trigger watches and starts a loop that eats tasks fast.
7

New Custom Entity

Instant trigger

In Zapier“Triggers when a new Custom Entity is created within a workflow with a Zapier action.”

Flexie CRM lets you add your own record types, called custom entities. This trigger starts the Zap when a new record of one of them is created through a workflow with a Zapier action.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a car dealership tracks test drives as a custom entity and wants each booking pushed to the workshop planning.
Watch out
the Custom Entity Name is required, so the entity type must already exist in your account before you set up the trigger.
8

Update Custom Entity

Instant trigger

In Zapier“Triggers when a Custom Entity is updated within a workflow with a Zapier action.”

The update counterpart of the previous trigger: it fires when a record of a custom entity changes in a workflow that holds a Zapier action, and passes the edited record on.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an events company stores venue bookings as a custom entity and needs the caterer warned whenever a booking is modified.
Watch out
the Custom Entity Name is required here too; pick the exact entity type, or the Zap listens to the wrong records.
9

Update Deal

Instant trigger

In Zapier“Triggers when deal is updated within a workflow with a Zapier action.”

Fires each time a deal is edited in Flexie CRM within a workflow that carries a Zapier action. It is the natural starting point for keeping companies and contacts in line with the sales pipeline.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a B2B agency wants the account record refreshed whenever a rep changes the amount or the stage of a deal.
Watch out
an Update Deal action on the same deals sends you straight into a loop.
10

Update Lead

Instant trigger

In Zapier“Triggers when lead is updated within a workflow with a Zapier action.”

Picks up every change made to an existing lead, as long as it runs through a Flexie CRM workflow with a Zapier action. It lets a lead's progress travel to the tools your team uses after the CRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an insurance broker re-scores a lead after a call and the nurturing tool should switch it to the right sequence.
Watch out
combining it with Update Lead on the same records makes the Zap restart itself after each write.
Actions

The 11 Flexie CRM actions

Flexie CRM gives you 11 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Account

Action

In Zapier“Creates a new account.”

Creates a company record in Flexie CRM, the account other records hang from.

When to use it
a signed contract in your e-signature tool should open the client's account without waiting for the sales rep.
Watch out
check first with Find Account, or its find-or-create variant, so the same company does not exist twice.
2

Create Custom Entity

Action

In Zapier“Creates a Custom Entity.”

Writes a new record into one of your custom entities, the record types you defined yourself in Flexie CRM. The Custom Entity choice is required.

When to use it
each paid order from your shop should become a record of an Orders entity attached to the client.
3

Create Contact

Action

In Zapier“Creates a new contact.”

Saves a new person in Flexie CRM's contacts. Pair it with a search to avoid duplicates, or use the find-or-create variant of Find Contact.

When to use it
a webinar registration should become a contact your team can call the next day.
4

Create Deal

Action

In Zapier“Creates a new deal.”

Opens a new deal in Flexie CRM. It asks for two required choices, the Pipeline and the Stage, so the opportunity lands exactly where your sales process expects it.

When to use it
a qualified lead from your booking tool should become a deal in the first stage of the new-business pipeline.
Watch out
no pipeline with stages in the account means nothing to select.
5

Create Lead

Action

In Zapier“Creates a new lead.”

Adds a new lead to Flexie CRM from whatever the trigger brought in, so no prospect waits in an inbox for someone to retype it.

When to use it
your web form receives a demo request and the sales team should see it in the CRM immediately.
Watch out
without a search first, the same person can end up as two leads.
6

Push to Dynamic Endpoint

Action

In Zapier“Push record to Dynamic Endpoint.”

The advanced option: it pushes a record to one of your account's Dynamic Endpoints. Both the Dynamic Endpoint and the Data are required.

When to use it
the record you need to send does not fit any of the create or update actions above.
Watch out
the endpoint has to exist in your Flexie CRM account before the Zap can pick it.
7

Update Account

Action

In Zapier“Updates an account.”

Modifies a company record. The Identifier picks the field to match on, the Identifier Value says which account, both required.

When to use it
a deal marked won should flag its account as a customer.
Watch out
map the Identifier Value from a search step when the trigger does not carry the account directly.
8

Update Custom Entity

Action

In Zapier“Updates a Custom Entity.”

Edits a record of a custom entity. It needs three required fields: the Custom Entity Name, the Identifier and the Identifier Value.

When to use it
a shipment status from your logistics tool should update the matching record of a Deliveries entity.
9

Update Contact

Action

In Zapier“Updates a contact.”

Edits a contact already in Flexie CRM, located through the required Identifier and Identifier Value.

When to use it
a customer changes their address in your billing tool and the CRM should follow.
Watch out
never place it after an Update Contact trigger on the same contacts.
10

Update Deal

Action

In Zapier“Updates a deal.”

Edits an existing deal, located with the required Identifier and Identifier Value. Use it to let events outside the CRM push the deal forward.

When to use it
a quote signed in another tool should update the deal it belongs to, so the rep sees it without asking.
11

Update Lead

Action

In Zapier“Updates a lead.”

Changes an existing lead. You tell it which lead with two required fields, the Identifier (the field to match on) and the Identifier Value (what that field should contain).

When to use it
a lead who books a call in your scheduling tool should have its status moved forward in Flexie CRM.
Searches

The 5 Flexie CRM searches

5 search steps look for data that already exists in Flexie CRM, so a later step can use it.

A search step finds a record that already exists so later steps can reuse it. In the action event list, searches sit at the bottom under SEARCH. Each Flexie CRM search also comes in a find-or-create version: same search, with the creation box ticked. Three settings decide what happens next.

1

Find Account

SearchFind or create

In Zapier“Finds an existing account.”

Looks up a company with two required fields, the Unique Field to search on and its Unique Field Value. Its variant, Find or Create an Account, creates the company when the search comes back empty.

When to use it
before linking a new deal, to make sure the company is not already in the CRM.
2

Find Contact

SearchFind or create

In Zapier“Find an existing Contact.”

Finds a person among your contacts: choose the Search Field, then give the Search Value. The variant Find or Create Contact adds the person when nobody matches.

When to use it
a support ticket arrives and the Zap needs the contact it belongs to.
3

Find Custom Entity

SearchFind or create

In Zapier“Finds an Existing Custom Entity Record.”

Finds a record inside one of your custom entities. It requires the Custom Entity Name, a Search Field and a Search Value. Its variant appears in the editor as Find or Create Custom Field.

When to use it
to fetch the right subscription record before updating it.
4

Find Deals

SearchFind or create

In Zapier“Finds an existing Deal.”

Retrieves an existing deal from a Unique Field and its Unique Field Value. The variant Find or Create a Deal opens the deal if none is found.

When to use it
a payment arrives and the Zap must locate the deal it closes before updating it.
5

Find Lead

SearchFind or create

In Zapier“Find an existing Lead.”

Searches existing leads by a Search Field and a Search Value, both required. With the variant Find or Create Lead, a missing prospect is created on the spot.

When to use it
a second form submission from the same prospect should update the lead, not create a twin.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps that depended on it. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one (the default), stop the Zap, or hand all of them on at once.
When it breaks

When a Flexie CRM Zap breaks

Zapier attaches no help article to Flexie CRM, and no app-specific limit is documented. What breaks is what breaks on any Zap.

With this many update triggers, four cases are worth knowing before you publish. If a Zap stopped and you cannot see why, the Zapier troubleshooting guide is the next stop.

  • The Zap loops on itself

    An Update Deal trigger followed by an Update Deal action on the same deals: each write starts the Zap again, and the task count drains fast.

  • Old records never arrive

    A Zap only reacts to what happens after it is published. Leads, deals or accounts created before that are never sent, and moving them is a separate job.

  • A bulk import gets held back

    Importing hundreds of contacts at once can produce a huge batch on the trigger, and Zapier's flood protection may hold it back instead of running every item.

  • A filter never lets anything pass

    Filter rules are typed: a text rule only works on text, a number rule only on numbers. Picking the wrong type is why a filter stays closed.
Need help

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FAQ

Flexie CRM Zapier integration: frequently asked questions

01Is the Flexie CRM Zapier integration free?
Yes, as long as your Zap has two steps. Flexie CRM is not a premium app, so the free plan can use it, with 100 tasks a month and unlimited Zaps. The catch is the shape of the Zap: the free plan stops at one trigger and one action. Add a search like Find Account, a filter or a second action, and the Zap turns multi-step, which needs a paid plan. No price is quoted here because plan grids change too often to stay right.
02How many tasks does a Flexie CRM Zap use?
One task per action that succeeds, and nothing for the trigger. A Zap that goes New Lead, then Create Contact, then Create Deal uses two tasks each time a lead arrives, because each completed action counts on its own. An action that fails is not counted. Checking for new data costs nothing, and with Flexie CRM there is no checking at all since every trigger is instant. Budget for that before you add steps.
03Is it real time?
Yes. All 10 Flexie CRM triggers are instant: the app tells Zapier as soon as the event happens, so the Zap starts right away whatever your plan, and the 15-minute interval of the free plan does not apply. One condition from the official descriptions: the event is raised within a Flexie CRM workflow that holds a Zapier action, so the record has to go through such a workflow for Zapier to hear about it.
04What do you need to connect a Flexie CRM account?
A Flexie CRM account you can sign in to, plus read or write access to the records you do not own but want the Zap to touch. The connection is made once from the Apps page of Zapier, with + Add connection, then reused by every Flexie CRM step. For deals, also check that your account already has a pipeline with stages, since Create Deal requires both. Nothing else is asked at this stage.
05Why does a Flexie CRM Zap keep running on its own?
Because it writes where its trigger watches. Flexie CRM has update triggers for accounts, contacts, deals, leads and custom entities, and matching update actions. Put Update Contact as trigger and Update Contact as action on the same contacts, and every write fires the Zap again. The task count drains fast. Point the action at a different record type, or stop the Zap with a filter before the write. Test once before publishing.
06What if the Flexie CRM operation you want is not in the list?
Look at Push to Dynamic Endpoint first. It is the advanced action of the app: it pushes a record to one of your account's Dynamic Endpoints, with the Data you map. If that does not cover the case either, the 26 visible operations are all there is on Zapier today: 10 triggers, 11 actions and 5 searches, with no delete operation among them. Anything beyond that list is simply not on offer through Zapier for this CRM.
07Zapier, Make or n8n for Flexie CRM?
It depends on criteria, not on a winner. On Zapier, Flexie CRM brings 10 instant triggers, so speed is not an issue even on the free plan, and the cost is counted in successful actions. If your Zaps need searches or several actions, budget for a paid plan. Flexie CRM also has a Make integration, so the choice comes down to your tasks budget, the number of steps you need and who on your team will maintain the scenarios.
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