BuildTopia and Salesflare

How to connect BuildTopia

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.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free