CleanOps and Salesflare
How to connect CleanOps
- Via Zapier — 30 operations available. Set it up ↗
What you can automate
- When new Customer in CleanOps, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Customer in CleanOps, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in CleanOps, create opportunity, then find or create contact in Salesflare.
- When invoice Paid in CleanOps, create opportunity, then find or create contact in Salesflare.
- When new Quote in CleanOps, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Quote in CleanOps.
About CleanOps
CleanOps is a CRM for cleaning businesses that handles scheduling, quotes, invoicing, customers, and payments in one place.
CleanOps operations on Zapier
Triggers (20)
Start a workflow when this happens
- Cancelled Job — Triggers when a job is cancelled.
- Completed Job — Triggers when a job is marked completed.
- Invoice Paid — Triggers when an invoice is paid.
- Invoice Sent — Triggers when an invoice is sent to a customer.
- Job Assigned — Triggers when technicians are assigned to a job.
Show 15 more triggers
- Job Rescheduled — Triggers when a job is rescheduled to a new time.
- Media Uploaded — Triggers when a photo or file is uploaded.
- New Customer — Triggers when a new customer is created.
- New Invoice — Triggers when a new invoice is created.
- New Job — Triggers when a new job is created.
- New Maintenance Plan — Triggers when a new maintenance plan is created.
- New Quote — Triggers when a new quote is created.
- New Service Request — Triggers when a new service request is submitted.
- Plan Occurrence Generated — Triggers when a maintenance plan generates a new scheduled job.
- Quote Accepted — Triggers when a customer accepts a quote.
- Quote Declined — Triggers when a customer declines a quote.
- Quote Sent — Triggers when a quote is sent to a customer.
- Service Request Converted to Job — Triggers when a service request is approved and converted into a job.
- Service Request Converted to Quote — Triggers when a service request is converted into a quote.
- Updated Customer — Triggers when a customer is updated.
Actions (5)
Things Salesflare can make it do
- Create Customer — Creates a new customer in CleanOps.
- Create Invoice — Creates a new invoice in CleanOps.
- Create Job — Creates a new job in CleanOps.
- Create Quote — Creates a new quote in CleanOps.
- Create Service Request — Creates a new service request in CleanOps.
Searches (5)
Look up existing records
- Find Customer — Finds a customer by name, email, or phone.
- Find Invoice by ID — Finds an invoice by its CleanOps ID.
- Find Job by ID — Finds a job by its CleanOps ID.
- Find Quote by ID — Finds a quote by its CleanOps ID.
- Find Service Request by ID — Finds a service request by its CleanOps ID.
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