Checkmob and Salesflare
How to connect Checkmob
- Via Zapier — 20 operations available. Set it up ↗
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
Triggers (11)
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
Actions (9)
Things Salesflare can make it do
- Change Status Register — Change Status Register
- Create Client — Creates a new Client
- Create Contact — create a contact in the system
- Create Scheduled Register — create a scheduled register in the system
- Create Service Order — Creates a new service order in the system
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
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