AI-FM and Salesflare
How to connect AI-FM
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Customer in AI-FM, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Customer Service Location in AI-FM, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in AI-FM, create opportunity, then find or create contact in Salesflare.
About AI-FM
AI FM is a B2B company based on a new concept, namely “Intelligence as a Service” (IaaS) on demand
AI-FM operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Customer — Triggers when a new support Customer is created.
- New Customer Service Location — Triggers when a new support customer service location is created.
- New Invoice — Triggers when a new support invoice is created.
- New Job — Triggers when a new job is created.
- New Worker — Triggers when a new support worker is created.
Actions (3)
Things Salesflare can make it do
- Create Customer — Creates a Customer.
- Create Job — Creates a new Job.
- Create Worker — Creates a Worker.
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