Assignar and Salesflare

Scheduling assignar.com ↗

How to connect Assignar

Via Zapier — 95 operations available. Set it up ↗

What you can automate

When new Task in Assignar, create task in Salesflare.
When new Charge Code in Assignar, create opportunity, then find or create contact in Salesflare.
When new Client in Assignar, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Contact in Assignar, find or create contact in Salesflare.
When new Order in Assignar, create opportunity, then find or create contact in Salesflare.
When new Order Task in Assignar, create opportunity, then find or create contact in Salesflare.

About Assignar

Assignar is a workforce and asset management platform for construction sub contractor and self-perform general contractors.

Assignar operations on Zapier

Triggers (19)

Start a workflow when this happens

New Activity — Triggers when a new Activity is created.
New Asset — Triggers when a new Asset is created.
New Charge Code — Triggers when a new Charge Code is created.
New Client — Triggers when a new Client is created.
New Contact — Triggers when a new Contanct is created.

Show 14 more triggers

New Digital Docket — Triggers when a new digital docket is created.
New Order — Triggers when a new Order is created.
New Order Task — When an Task is associated with an Order.
New Project — Triggers when a new Project is created.
New Site Diary — Triggers when a new Site Diary is created.
New Skill — Triggers when a new skill is created.
New Supplier — Triggers when a new Supplier is created.
New Task — Triggers when a new Task is created.
New Timesheet — Triggers when a new Timesheet is created.
New Timesheets Raw — Triggers when a new timesheet is created.
New User — Triggers when a new User is created.
Updated Order — Triggers when any attribute in Order is updated.
Updated Project — Triggers when any attribute of project is updated.
Updated User — Triggers when a new User is updated.

Actions (48)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create Activity — Creates an Activity.
Create Asset — Creates an Asset.
Create Charge Code — Creates a Charge Code.
Create Client — Creates a Client

Show 43 more actions

Create Competency — Creates a Competency
Create Contact — Creates a Contact.
Create Induction — Creates an Induction
Create Journal — Creates a Journal entry in Assignar against a chosen object.
Create Order — Creates an Order
Create Order Task — Creates a Task for a specific Work Order. This typically works best as an action immediately after Create Order is completed.
Create Project — Creates a Project.
Create Relational Contact — Creates a contact and Associates it with a Client or Project
Create Supplier — Creates a new Supplier.
Create Task — Creates a Task.
Create Timesheet — Creates a Timesheet
Create User — Creates a User.
Create User Competency — Associates an existing Assignar Competency with a User.
Create User Induction — Creates a User Induction.
Create Work Item — Creates a work item in Assignar
Find Specific Charge Items — Find attributes for a given Charge Item ID
Find or Create Activities — Finds an Activity
Find or Create Client — Finds a Client.
Find or Create Competency — Finds a Competency.
Find or Create Contact — Finds a Contact
Find or Create Induction — Finds an Induction.
Find or Create Order — Finds the order id using WO
Find or Create Project — Finds a Project
Find or Create Task — Finds a Task in Assignar
Find or Create User Competency — Finds an existing competency for a user.
Find or Create User Induction — Finds an existing induction for a user.
Find or Create Users — Finds a User in Assignar
Find or Create a Relational Contact — Finds a Contact that is associated with a Client or Project.
Find or Create an Asset — Finds an Asset.
Send Email — Sends an Email through Assignar Platform.
Update Activity — Updates Activity
Update Asset — Updates an Asset
Update Charge Code — Updates Charge Code
Update Client — Creates a Client
Update Contact — Updates a Contact
Update Order — Updates an existing Order in Assignar.
Update Project — Updates a Project
Update Supplier — Updates a Supplier
Update Task — Updates a Task.
Update User — Updates a User.
Update User Competency — Updates an existing User Competency
Update User Induction — Updates an existing User Induction.
Update Work Item — Update a work item description in Assignar

Searches (28)

Look up existing records

Find Activity — Finds an Activity
Find Asset — Finds an Asset.
Find Asset by Id — Finds an Asset by Assignar Identifier.
Find Charge Code — Finds a Charge Code
Find Charge Items — Finds all the charge items for a timesheet.

Show 23 more searches

Find Client — Finds a Client.
Find Competency — Finds a Competency.
Find Contact — Finds a Contact
Find Digital Docket — Finds a Digital Docket.
Find Digital Docket Time Entries — Finds Digital Docket Time Entries.
Find Digital Docket Worker Questions — Finds Digital Docket Worker Questions.
Find Induction — Finds an Induction.
Find Order — Finds an Order using an id
Find Order Charge Items — Finds a Order Charge Item.
Find Order Tasks — Finds Tasks for a given Order.
Find Order by WO — Finds the order id using WO
Find Project — Finds a Project
Find Relational Contact — Finds a Contact that is associated with a Client or Project.
Find Supplier — Finds a Supplier
Find Tag — Finds a Tag in Assignar.
Find Task — Finds a Task in Assignar
Find Timesheet — Finds a Timesheet.
Find User — Finds a User in Assignar
Find User Competency — Finds an existing competency for a user.
Find User Induction — Finds an existing induction for a user.
Find Work Item — Finds a work item based on id or code.
Find a Project Work Item — Finds work items for a given project based on id.
Find a Timesheet Work Item — Finds work items for a given timesheet based on id.