BuildTopia and Salesflare
How to connect BuildTopia
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When change Order Approved - Options Price Changed in BuildTopia, create opportunity, then find or create contact in Salesflare.
- When schedule Task Completed in BuildTopia, create task in Salesflare.
About BuildTopia
BuildTopia is an integrated construction management system for residential builders, bringing all tasks, processes and workflow together as a single system with purchasing, project management and job-costing technology.
BuildTopia operations on Zapier
Triggers (13)
Start a workflow when this happens
- Agreement Accepted - Buyer Info — Triggers when a workup/agreement is accepted.
- Agreement Accepted - Buyer Info Changed — Triggers when a workup/agreement is updated after accepted.
- Change Order Approved - Options Price Changed — Triggers when a change order is approved with options total price changed.
- Lot Updated — Lot information updated in BuildTopia.
- New Prospect — Triggers when a new prospect is created in/from BuildTopia.
Show 8 more triggers
- Schedule Date Changed — Triggers when a Schedule start or finish date is modified.
- Schedule Stage Completed — Triggers when a Schedule Stage is Completed in BuildTopia.
- Schedule Task Completed — Triggers when schedule tasks are completed in BuildTopia.
- Settlement Date Added/Updated — Triggers when a projected/final settlement is added or modified.
- WIK Accepted — Triggers when a WIK Prospect is accepted in BuildTopia.
- WIK Created — Triggers when a new WIK Prospect is created in BuildTopia.
- Workup Submitted - Options Price Changed — Triggers when workup is submitted that has options whose total price was changed.
- Workup Submitted - Pricing Summary — Triggers when a workup is submitted.
Actions (4)
Things Salesflare can make it do
- Add/Update Purchase Order Payment Info — This action lets you to create or update the payment information against a purchase order.
- Create WIK Prospect — Creates a WIK Prospect in BuildTopia project.
- Update Prospect — Updates a Prospect/Buyer in BuildTopia project.
- Update WIK Prospect — Updates a WIK Prospect in BuildTopia project.
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