What you can automate

When client Created in AgencyPro, find or create account, then find or create contact, then add contact to account in Salesflare.

When client Updated in AgencyPro, find or create account, then find or create contact, then add contact to account in Salesflare.

When comment Created in AgencyPro, create internal note in Salesflare.

When invoice Created in AgencyPro, create opportunity, then find or create contact in Salesflare.

When invoice Updated in AgencyPro, create opportunity, then find or create contact in Salesflare.

When order Form Submitted in AgencyPro, create opportunity, then find or create contact in Salesflare.

About AgencyPro

AgencyPro is a client portal and project management platform for agencies to manage client requests, invoices, tickets, and communications.

AgencyPro operations on Zapier

Start a workflow when this happens

Show 17 more triggers

Invoice Created — Triggers when a new invoice is created.
Invoice Deleted — Triggers when an invoice is deleted.
Invoice Updated — Triggers when an invoice is updated.
Order Form Submitted — Triggers when a order form is submitted.
Organization Created — Triggers when a new organisation is created.
Organization Deleted — Triggers when an organization is deleted.
Organization Updated — Triggers when an organisation is updated.
Payment Created — Triggers when a payment record is created.
Request Created — Triggers when a new request is created.
Request Deleted — Triggers when a request is deleted.
Request Updated — Triggers when a request is updated.
Review Created — Triggers when a new review is added against a request.
Service Subscription Cancelled — Triggers when a service subscription is cancelled.
Service Subscription Created — Triggers when a new service subscription is created.
Ticket Created — Triggers when a new ticket is created.
Ticket Deleted — Triggers when a ticket is deleted.
Ticket Updated — Triggers when a ticket is updated.

Things Salesflare can make it do

Show 5 more actions

Find or Create — Finds a client in the system.
Send Message — Send and creates a message record.
Update Client — Updates a client in the system.
Update Request Assignee — Updates a request's Assignee in the system. Request can be unassigned as well.
Update Request Status — Updates a request's status in the system.

Look up existing records

AgencyPro and Salesflare