Commusoft and Salesflare
How to connect Commusoft
- Via Zapier — 21 operations available. Set it up ↗
What you can automate
- When new Customer in Commusoft, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in Commusoft, find or create contact in Salesflare.
- When new Invoice in Commusoft, create opportunity, then find or create contact in Salesflare.
- When new Opportunity in Commusoft, create opportunity in Salesflare.
- When new Proposal in Commusoft, create opportunity in Salesflare.
- When opportunity Stage Changed in Commusoft, create opportunity in Salesflare.
About Commusoft
Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.
Commusoft operations on Zapier
Triggers (17)
Start a workflow when this happens
- Job Closed — Triggers when a job is closed.
- Job Complete — Triggers when a job is completed.
- New Contact — Triggers when a new contact is created.
- New Customer — Triggers when a new customer is created.
- New Diary — Triggers when new diary event created.
Show 12 more triggers
- New Invoice — Triggers when a new invoice is created.
- New Job — Triggers when a new job is created.
- New Office Tasks — Triggers when a new tasks is created.
- New Opportunity — Triggers when a new opportunity is created.
- New Proposal — Triggers when a new proposal is created.
- New Scheduled Activity — Triggers when a new scheduled activity is created.
- New Work Address — Triggers when a new work address is created.
- Opportunity Cancelled — Triggers when an opportunity is cancelled.
- Opportunity Lost — Triggers when an opportunity is lost.
- Opportunity Stage Changed — Triggers when an opportunity stage is updated.
- Opportunity Won — Triggers when an opportunity is won.
- Proposal Sent — Triggers when a proposal is sent.
Actions (4)
Things Salesflare can make it do
- Create New Customer — This action always create a new customer in Commusoft. Before using this action please ensure the given customer is not there in Commusoft.
- Create New Job — This action always creates a Customer based on the provided information and create a new job under the given customer. Please make sure not use this action if the customer already exists in Commusoft.
- Create New Work Address — This action always create a new work address in Commusoft. Before using this action please ensure the given work address is not there in Commusoft.
- Create Opportunity — This action always creates a Customer based on the provided information and creates a new opportunity under the given customer. Please make sure not to use this action if the customer already exists in Commusoft.
Similar apps
Calendly Elegant and simple scheduling tool for businesses.
Popular Zapier Make
CalendarHero Powerful scheduling for modern business.
Native Zapier
MeetFox Meetings made easy.
Native Zapier
Vectera Scheduling and video meeting platform for sales.
Native
Schedule by Zapier Zapier
Acuity Scheduling Easy online appointment scheduling software.
Zapier Make
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free