CMap Software and Salesflare

Project Management cmap.io ↗

How to connect CMap Software

Via Zapier — 80 operations available. Set it up ↗

What you can automate

When new Company in CMap Software, find or create account in Salesflare.
When new Contact in CMap Software, find or create contact in Salesflare.
When new Lead in CMap Software, find or create contact in Salesflare.
When new Account in Salesflare, create Company in CMap Software.

About CMap Software

CMap Software is a cloud-based Project Management/PSA platform designed for professional services firms, such as architects, engineers, and consulting firms

CMap Software operations on Zapier

Triggers (13)

Start a workflow when this happens

Fee Estimator Update — Triggers when a Fee Estimator is updated.
New Company — Triggers when a new company is created.
New Contact — Triggers when a new contact is created.
New Lead — Triggers when a new lead is created.
New Potential — Triggers when a new potential is created.

Show 8 more triggers

New Project — Triggers when a new project is created.
Project Close — Triggers when a project is closed.
Project Lost — Triggers when a project is lost.
Project Update — Triggers when a project is updated.
Project Win — Triggers when a project is won.
Timesheet Submission — Triggers when a user submits their timesheet.
Update Company — Triggers when a company is updated.
Update Contact — Triggers when a contact is updated.

Actions (35)

Things Salesflare can make it do

Create Activity — Creates a new activity.
Create Company — Creates a company.
Create Contact — Creates a contact.
Create Expense Claim — Creates a new expense claim.
Create Expense Claim Item — Creates a new expense claim item under an existing expense claim. Specify only one of Contract ID, Project ID, or Internal Code ID.

Show 30 more actions

Create External Budget Item — Creates a new external budget item for a project.
Create Holiday — Creates a new holiday (time off) booking. Note: the CMap API does not return the new holiday's ID. Use "Get All Holidays" afterwards to retrieve it if needed.
Create Lead — Creates a new lead.
Create Project — Creates a new project.
Create Purchase Invoice Batch — Creates a batch containing one purchase invoice. The batch is auto-named "Imported - dd/MM/yy HH:mm" and associated with the calling user's office.
Create Timesheet Entry — Creates a new timesheet entry.
Create User — Creates a new user.
Delete Activity — Deletes an activity.
Delete Expense Claim Item — Deletes an expense claim item from an expense claim.
Delete Holiday — Deletes a holiday (time off) booking.
Mark Expense Claim as Paid — Marks an expense claim as paid.
Mark Invoices as Imported — Marks one or more invoices as imported.
Mark Invoices as Paid — Marks one or more invoices as paid.
Move Contact — Moves a contact to a different company/address.
Set Custom Field — Sets a custom field value for a user, company, contact, or project.
Set Invoice Amount Paid — Sets the amount paid for an invoice.
Set Invoice Posted Date — Sets the posted date for invoices.
Submit Expense Claim — Submits an expense claim.
Update Activity — Updates an existing activity.
Update Activity Status — Updates the completion status of an activity.
Update Company — Updates a company and returns the company ID.
Update Contact — Updates a contact.
Update Contact Company Status — Updates a contact's status for a linked company.
Update Expense Claim Item — Updates an existing expense claim item. Specify only one of Contract ID, Project ID, or Internal Code ID.
Update External Budget Item — Updates an existing external budget item for a project.
Update Holiday — Updates an existing holiday (time off) booking.
Update Project — Updates an existing project.
Update Timesheet Entry — Updates an existing timesheet entry.
Update User — Updates an existing user.
Upload Document to Purchase Invoice — Uploads and attaches a document to an existing purchase invoice. Requires the Documents module to be enabled.

Searches (32)

Look up existing records

Find Active Contacts by Company — Returns active contacts for a company.
Find Companies by Query — Finds companies that match a search query.
Find Company Addresses — Retrieves addresses for a specific company.
Find Company by ID — Retrieves detailed company information by ID.
Find Contact by ID — Retrieves detailed contact information by ID.

Show 27 more searches

Find Contacts by Company — Returns all contacts belonging to a company.
Find Contacts by Query — Returns contacts matching a search query.
Find Expense Claim Item by ID — Retrieves detailed expense claim item information.
Find Expense Claim by ID — Finds a specific expense claim by its ID.
Find Holiday Allowance by User — Retrieves holiday allowance information for a specific user.
Find Holiday by ID — Retrieves detailed holiday information by ID.
Find Invoices for Import — Finds invoices that have not yet been imported into an external finance system.
Find Project by ID — Finds a specific project by its ID.
Find Projects — Searches for projects with optional filters. Used for Expenses and Timesheets
Find Timesheet Tasks by Project — Retrieves timesheet tasks for a specific project.
Find Updated Projects — Finds projects updated between two dates.
Find User Figures by User — Retrieves user figures for a specific user.
Find Users — Searches for users.
Get Activity Categories — Retrieves the list of get activity categories from CMap.
Get All Holidays — Retrieves all holidays.
Get Countries — Retrieves the list of get countries from CMap.
Get Currencies — Retrieves the list of get currencies from CMap.
Get Expense Categories — Retrieves the list of get expense categories from CMap.
Get Expense Claim Items by Linked Invoice — Returns all expense claim items linked to a specific invoice.
Get Internal Codes — Retrieves the list of get internal codes from CMap.
Get Lead Sources — Retrieves the list of get lead sources from CMap.
Get Mileage Rates — Retrieves the list of get mileage rates from CMap.
Get Project Stages — Retrieves the list of get project stages from CMap.
Get Project Types — Retrieves the list of get project types from CMap.
Get Sectors — Retrieves the list of get sectors from CMap.
Get VAT Rates — Retrieves the list of get vat rates from CMap.
List Contacts — Returns all contacts.