CaratIQ and Salesflare
How to connect CaratIQ
- Via Zapier — 24 operations available. Set it up ↗
What you can automate
- When new Customers in CaratIQ, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Deals in CaratIQ, create opportunity in Salesflare.
- When new Orders in CaratIQ, create opportunity, then find or create contact in Salesflare.
- When new Task in CaratIQ, create task in Salesflare.
- When new Opportunity in Salesflare, create Deal in CaratIQ.
- When new Task in Salesflare, create Task in CaratIQ.
About CaratIQ
CaratIQ is a Jewelry Store Business Management Software
CaratIQ operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Activity — Triggers when there's a new activity.
- New Customers — Triggers when there's a new customer.
- New Deals — Triggers when there's a new deal.
- New Orders — Triggers when there's a new order.
- New Products — Triggers when there's a new product.
Show 4 more triggers
- New Stores — Triggers when there's a new store.
- New Task — Triggers when there's a new task.
- Update Order — Triggers when there’s an update on an order.
- Update Task — Triggers when there’s an update or a task.
Actions (8)
Things Salesflare can make it do
- Create Activity — Create an activity in CaratIQ
- Create Customer — Create a customer in CaratIQ
- Create Customer (Short Address) — Create a customer in CaratIQ with a short address
- Create Deal — Create a deal in CaratIQ
- Create Order — Create an order in CaratIQ
Show 3 more actions
- Create Product — Create a product in CaratIQ
- Create Task — Create a task in CaratIQ
- Update Order Status — Update an order status in CaratIQ
Searches (7)
Look up existing records
- Find Activity — Find an activity in CaratIQ
- Find Contact — Find a contact in CaratIQ
- Find Deal — Find a deal in CaratIQ
- Find Order — Find an order in CaratIQ
- Find Product — Find a product in CaratIQ
Show 2 more searches
- Find Store — Find a store in CaratIQ
- Find Task — Find a task in the CaratIQ
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