AKDash and Salesflare
How to connect AKDash
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Account in AKDash, find or create account in Salesflare.
- When new Leads in AKDash, find or create contact in Salesflare.
- When new Proposals in AKDash, create opportunity in Salesflare.
- When new Proposals (Formatted) in AKDash, create opportunity in Salesflare.
- When new Account in Salesflare, create New Account in AKDash.
About AKDash
AKDash is a BUSINESS SOLUTION for Pavement Contractors. Enter leads, create pavement assessments, send proposals, close deals and build lifelong accounts.
AKDash operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Account — Triggers when there's a new Account in AKDash.
- New AccountContact — Triggers when there's a new AccountContact in AKDash.
- New Leads — Triggers when there's a new Leads in AKDash.
- New Property — Triggers when there's a new Property in AKDash.
- New Proposals — Triggers when there's a new Proposals in AKDash.
Show 1 more triggers
- New Proposals (Formatted) — Triggers when a new proposals is created.
Actions (3)
Things Salesflare can make it do
- Create Invoice — Create Invoice in AKDash
- Create New Account — Create New Account in AKDash
- Update Proposal Ref — Update Proposal Ref Id from connected service.
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