AirMatch and Salesflare
How to connect AirMatch
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Contact in AirMatch, find or create contact in Salesflare.
- When contact Updated in AirMatch, find or create contact in Salesflare.
- When new Invoice in AirMatch, create opportunity, then find or create contact in Salesflare.
- When invoice Updated in AirMatch, create opportunity, then find or create contact in Salesflare.
About AirMatch
AirMatch is an HVAC proposal tool with AHRI matchups, load calcs, financing, and e-signing
AirMatch operations on Zapier
Triggers (6)
Start a workflow when this happens
- Contact Deleted — Triggers when a contact is deleted.
- Contact Updated — Triggers when a contact is updated.
- Invoice Updated — Triggers when an invoice is updated.
- New Contact — Triggers when a new contact is created.
- New Invoice — Triggers when a new invoice is created.
Show 1 more triggers
- Proposal Accepted — Triggers when a proposal is accepted — either by checking Accept on the Total Investment tab, or when the proposal is fully signed. Use the "Accepted Via" field to tell the two apart.
Actions (2)
Things Salesflare can make it do
- Create or Update Client — Creates a new client or updates an existing one.
- Update Pricebook Item — Updates a pricebook service or item in AirMatch by ID — e.g. to keep AirMatch in sync when prices change in your own system. AirMatch only applies the change if the entry belongs to your account.
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