Captego and Salesflare

How to connect Captego

Captego is a platform with which you can easily create Inspections and reports.

Start a workflow when this happens

Data Form Values Changed — Triggers when data form values are changed.
Hide in App State Changed for Inspection — Triggers when the hide in app state changes on any inspection.
PDF Has Been Generated — Triggers when a new PDF has been generated on any inspection.
Registration Created/Updated — Triggers when a registration is created or updated.

Things Salesflare can make it do

Add Access Permissions to Inspection — Add access permissions to an inspection for a specific user. NOTE: Existing access permissions cannot be downgraded! To downgrade you must remove existing access permissions before adding.
Add Registration Drawing to Inspection — Add a registration drawing to an existing inspection.
Add Registration Drawing to Project — Add a registration drawing to an existing project.
Add Registration to Inspection — Add a registration to an existing inspection together with registration data.
Create Custom Report — Create a custom report based on inspection and custom report template.

Show 5 more actions

Create Inspection — Creates a new inspection.
Create Project — Creates a new project.
Remove Access Permissions From Inspection — Remove an user’s access permissions from an inspection.
Set Hide in App State for an Inspection — Set the hide in app state for an inspection to define whether or not it should be visible in the app.
Set Inspection Data Form Values — Set data form values on an existing inspection.

Look up existing records

Get Inspection Template Categories — Get list of categories defined on inspection template
Get Inspection Template Status Labels — Get list of status labels defined on inspection template
Get Project Registration Drawings — Get list of registration drawings defined on project
Get User ID by Email — Search for a user by email to get the ID.