What you can automate

When list New or Updated Clients in AroFlo, find or create account, then find or create contact, then add contact to account in Salesflare.

When list New or Updated Invoices in AroFlo, create opportunity, then find or create contact in Salesflare.

When list New or Updated Tasks in AroFlo, create task in Salesflare.

When new Task in Salesflare, add Task Note in AroFlo.

About AroFlo

AroFlo is a Job Management Software for trade & service-based businesses.

AroFlo operations on Zapier

Start a workflow when this happens

List New or Updated Clients — Triggers when a new client is created or an existing client has been updated. Returns a list of IDs only, use Find Client as the next step to retrieve additional details, chosing additional are JOINs as needed. *Does not count towards API Usage.
List New or Updated Invoices — Triggers when a new invoice is created or an existing invoice is updated. Returns a list of IDs only, use Find Invoice as the next step to retrieve additional details, chosing additional are JOINs as needed. *Does not count towards API Usage.
List New or Updated Tasks — Triggers when a new task is created or an existing task is updated. Returns a list of IDs only, use Find Task as the next step to retrieve additional details, chosing additional are JOINs as needed. *Does not count towards API Usage.
List Timesheets — Triggers when new timesheet entries are entered into AroFlo.

Things Salesflare can make it do

Show 5 more actions

Find or Create Client — Search for a client based on the Company/Reference Name.
Find or Create Task — Find a task in AroFlo
Update Client — Update a client in AroFlo with new data.
Update Task Fields — Update certain task fields
Update Task Status — Update a task status and substatus

Look up existing records

Find Asset — Find an asset by assetid,category,assetname,ordercode,customerid or serialnumber
Find Business Unit — Search for a Business Unit by name
Find Client — Search for a client based on the Company/Reference Name.
Find Invoice — Find an invoice in AroFlo
Find Schedule — Find a Schedule in AroFlo by several fields

Show 3 more searches

Find Task — Find a task in AroFlo
Find Timesheet Group — Return combined data for a Timesheet grouping e.g. start date time, finish date time, total hours, start/finish/hrs per day as an array
Find User — Lookup a user in AroFlo.

AroFlo and Salesflare