Billdr Pro and Salesflare

Project Management billdr.ai ↗

How to connect Billdr Pro

Via Zapier — 12 operations available. Set it up ↗

What you can automate

When new Invoice Submitted in Billdr Pro, create opportunity, then find or create contact in Salesflare.
When new Quote Submitted in Billdr Pro, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Quote in Billdr Pro.

About Billdr Pro

Billdr Pro helps general contractors manage projects, track details, and automate workflows such as creating and syncing project data keeping projects on track.

Billdr Pro operations on Zapier

Triggers (3)

Start a workflow when this happens

New Invoice Submitted — Triggers when a new invoice is submitted in the application
New Project Created — Triggers when a new project is created
New Quote Submitted — Triggers when a new quote is submitted

Actions (7)

Things Salesflare can make it do

Create Client — Creates a client in the users billdr pro account
Create Invoice — Creates a new invoice in Billdr Pro for the inputed project.
Create Project — Create a project in the system
Create Quote — Creates a quote for a project in Billdr Pro
Create Quote From CSV — Creates a quote in Billdr Pro from a csv file

Show 2 more actions

Send Quote — Sends or resends a quote to the client. If the quote is a draft, it submits it; if already submitted/signed, it resends the email.
Update Client — Updates a client in Billdr Pro