BlueSuite and Salesflare

How to connect BlueSuite

What you can automate

  • When invoice Paid in BlueSuite, create opportunity, then find or create contact in Salesflare.
  • When new Contact in BlueSuite, find or create contact in Salesflare.
  • When new Invoice in BlueSuite, create opportunity, then find or create contact in Salesflare.
  • When new Quote in BlueSuite, create opportunity in Salesflare.

About BlueSuite

BlueSuite is an all-in-one business platform for home service pros.

BlueSuite operations on Zapier

Triggers (8)

Start a workflow when this happens

  • Invoice Paid — Triggers when an invoice has been paid by the customer.
  • Invoice Sent — Triggers when an existing invoice is sent to the customer.
  • New Contact — Triggers when a new contact is created.
  • New Invoice — Triggers when a new invoice is created.
  • New Job — Triggers when a new job is created.
Show 3 more triggers
  • New Quote — Triggers when a new quote is created.
  • New or Updated Request — Triggers when a request is added or updated.
  • Quote Accepted — Triggers when a customer accepts the quote.

Actions (1)

Things Salesflare can make it do

  • Create New Request — Create a new request.

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