Craftboxx and Salesflare

How to connect Craftboxx

When new Appointment in Craftboxx, create meeting, then create call in Salesflare.
When new Customer in Craftboxx, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Customer Address in Craftboxx, find or create account, then find or create contact, then add contact to account in Salesflare.
When updated Appointment in Craftboxx, create meeting, then create call in Salesflare.
When updated Customer in Craftboxx, find or create account, then find or create contact, then add contact to account in Salesflare.
When updated Customer Address in Craftboxx, find or create account, then find or create contact, then add contact to account in Salesflare.

Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem solving for construction sites.

Start a workflow when this happens

New Appointment — Triggers when a new Appointment is created in Craftboxx.
New Article — Triggers when a new Article is created in Craftboxx.
New Customer — Triggers when a new Customer is created in Craftboxx.
New Customer Address — Triggers when a new Customer Address is created in Craftboxx.
New Project — Triggers when a new Project is created in Craftboxx.

Show 5 more triggers

Updated Appointment — Triggers when an Appointment is updated in Craftboxx.
Updated Article — Triggers when an Article is updated in Craftboxx.
Updated Customer — Triggers when a Customer is updated in Craftboxx.
Updated Customer Address — Triggers when a Customer Address is updated in Craftboxx.
Updated Project — Triggers when an Project is updated in Craftboxx.

Things Salesflare can make it do

Create Article — Creates a new Article in Craftboxx
Create Customer and Mailing-Address — Creates a new Customer and it's Mailing-Address in Craftboxx
Create Project and Appointment — Creates a new Project and it's Appointment in Craftboxx
Find or Create Articles — Finds an Article based on the provided search criteria in Craftboxx.
Find or Create Customers — Finds a Customer based on the provided search criteria in Craftboxx.

Show 4 more actions

Find or Create Projects — Finds a Project based on the provided search criteria in Craftboxx.
Update Article — Updates an Article in Craftboxx
Update Customer and Mailing-Address — Updates a Customer and it's Mailing-Address in Craftboxx
Update Project and Appointment — Updates a Project and it's Appointment in Craftboxx

Look up existing records

Search Article — Finds an Article based on the provided search criteria in Craftboxx.
Search Customer — Finds a Customer based on the provided search criteria in Craftboxx.
Search Project — Finds a Project based on the provided search criteria in Craftboxx.

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