What you can automate

When new / Updated Contact in Apex27, find or create contact in Salesflare.

When new / Updated Issue in Apex27, create task in Salesflare.

When new / Updated Lead in Apex27, find or create contact in Salesflare.

When new / Updated Task in Apex27, create task in Salesflare.

When new Task in Salesflare, create / Update Task in Apex27.

About Apex27

Apex27 is a full-featured estate agent CRM platform

Apex27 operations on Zapier

Start a workflow when this happens

New / Updated Branch — Triggers when a branch is added or updated inside Apex27.
New / Updated Completion — Triggers when a sale (completion) is created or updated inside Apex27.
New / Updated Contact — Triggers when a contact is created or updated inside Apex27.
New / Updated Issue — Triggers when an issue is created or updated inside Apex27.
New / Updated Lead — Triggered when a lead is created or updated inside Apex27.

Show 7 more triggers

New / Updated Listing — Triggers when a listing is created or updated inside Apex27.
New / Updated Offer — Triggers when an offer is created or updated inside Apex27.
New / Updated Task — Triggers when a task is created or updated inside Apex27.
New / Updated Tenancy — Triggers when a tenancy is created or updated inside Apex27.
New / Updated User — Triggers when a user is created or updated inside Apex27.
New / Updated Valuation — Triggers when a valuation is created or updated inside Apex27.
New / Updated Viewing — Triggers when a viewing is created or updated inside Apex27.

Things Salesflare can make it do

Create / Update Contact — Creates a new contact or updates an existing contact in Apex27.
Create / Update Contact Note — Creates a note linked to a contact
Create / Update Lead — Creates or updates a lead inside Apex27
Create / Update Listing — Creates a new listing, or updates an existing listing if you pass the existing listing ID
Create / Update Listing Note — Creates or updates a listing note

Show 5 more actions

Create / Update Task — Creates or updates a task if you pass the task ID.
Create Call Log — Creates a call log record in Apex27.
Create Notification — Creates a notification inside Apex27
Upload Document — This will upload a document to either a listing or a contact
Upload Image for Listing — Uploads an image to a listing

Look up existing records

Apex27 and Salesflare