Clevra and Salesflare

How to connect Clevra

Clevra is a field service management platform for small service businesses to capture leads, quote, schedule jobs, and invoice customers.

Start a workflow when this happens

New Online Request — Triggers when a new online request lands in Clevra (website form, webhook, email, or Zapier). Choose whether to include submissions still held for review that haven't become confirmed Requests yet. Requests created manually by staff are never included. Test submissions carry Is Test = true — add a Filter step to skip them if unwanted.

Things Salesflare can make it do

Create Request — Submits an online request into Clevra. Clean submissions with reachable contact info appear in Requests immediately; suspicious or contactless ones are held for review in Settings → Online Requests instead.

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