What you can automate

When client Created in Autopilot (Field Service), find or create account, then find or create contact, then add contact to account in Salesflare.

When client Updated in Autopilot (Field Service), find or create account, then find or create contact, then add contact to account in Salesflare.

When estimate Created in Autopilot (Field Service), create opportunity in Salesflare.

When invoice Created in Autopilot (Field Service), create opportunity, then find or create contact in Salesflare.

When invoice Updated in Autopilot (Field Service), find or create contact in Salesflare.

When new Opportunity in Salesflare, add Estimate Line Item in Autopilot (Field Service).

About Autopilot (Field Service)

Autopilot is a Field Service Management software for Home Services companies to run their businesses.

Autopilot (Field Service) operations on Zapier

Start a workflow when this happens

Show 7 more triggers

Things Salesflare can make it do

Add Client Address — Adds an address to an existing client.
Add Estimate Line Item — Adds a line item to an existing estimate.
Add Invoice Line Item — Adds a line item to an existing invoice.
Add Job Line Item — Adds a line item to an existing job.
Add Job Schedule — Adds a schedule window (with optional assignees) to an existing job.

Show 11 more actions

Add Tag to Client — Adds a tag to a client, keeping the client's existing tags.
Create Client — Creates a client (or lead), optionally with an address and tags.
Create Estimate — Creates an estimate for a client, optionally with line items and a schedule slot.
Create Invoice — Creates an invoice for a client, optionally linked to a job.
Create Job — Creates a job for a client, optionally with line items and a schedule.
Find or Create Client — Finds a client, creating one if none matches.
Record Invoice Payment — Records an offline payment (cash, check, Zelle, etc.) against an invoice.
Update Client — Updates scalar fields on an existing client. Only fields you fill in are changed.
Update Estimate — Updates scalar fields on an existing estimate. Only fields you fill in are changed.
Update Invoice — Updates scalar fields on an existing invoice. Only fields you fill in are changed.
Update Job — Updates scalar fields on an existing job. Only fields you fill in are changed.

Look up existing records

Find Client — Finds a client by email, phone, or a general name/company search.
Find Estimate — Finds an estimate by estimate number, or filters by client.
Find Invoice — Finds an invoice by invoice number, or filters by client or job.
Find Job — Finds a job by job number, or filters by client and status.

Autopilot (Field Service) and Salesflare