What you can automate

When new Client in Checkmob, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Contact in Checkmob, find or create contact in Salesflare.

When new Service Order in Checkmob, create opportunity, then find or create contact in Salesflare.

When new Service Order by User in Checkmob, create opportunity, then find or create contact in Salesflare.

When service Order Closed or Completed in Checkmob, create opportunity, then find or create contact in Salesflare.

When new Task in Checkmob, create task in Salesflare.

About Checkmob

Checkmob is the ultimate mobile app for on-the-go employee management. Simplify your business operations and optimize your team's productivity!

Checkmob operations on Zapier

Start a workflow when this happens

Checklist Answered — Triggers when a checklist is answered
Client Updated in Checkmob — Triggers when a client is updated in Checkmob via webhook.
Contact Updated in Checkmob — Triggers when a contact is updated in Checkmob via webhook.
New Client — Triggers when a new client is created.
New Contact — Triggers when a new contact is created.

Show 6 more triggers

New Register — Triggers when a new register is created.
New Scheduled Register — trigger when a new scheduled register is created
New Service Order — Triggers when a new service order is created.
New Service Order by User — Triggers when a new service order is created for you.
New Task — Triggers when a new task is created in checkmob via webhook.
Service Order Closed or Completed — Triggers when a new service order is closed or completed

Things Salesflare can make it do

Show 4 more actions

Create Task — Create a new task
Update Client — Update a client in the system
Update Client Coordinates — Updates a client’s location by setting new latitude and longitude coordinates.
Update Contact — Updates a contact in the system

Checkmob and Salesflare