Deposyt and Salesflare

How to connect Deposyt

When new Customer in Deposyt, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Service Booking in Deposyt, create meeting, then create call in Salesflare.

Deposyt is the online Customer Relation Management software to manage your customers, referrals, reviews, emails, products and more.

Start a workflow when this happens

Customer Moved to Pipeline Stage — Triggers when a customer is moved/created to the pipeline stage.
Get Latest Order — Triggers when the latest order is needed.
New Customer — Triggers when a new customer is added or created.
New Service Booking — Triggers when a new service is booked.
Product Purchased — Triggers when a product is purchased.

Things Salesflare can make it do

Show 17 more actions

Assign Users to Customer — Assigns users to a customer.
Cancel Invoice — Cancels an existing invoice
Create Contact List — Creates a Contact List
Create New Customer — Creates a New Customer
Create New Invoice — Creates a New Invoice
Create New Order — Creates a New Order
Create Note — Creates a new note for a customer
Create Product — Create a new product for Ecomm
Create/Update Customer — Create/Update customer details when a customer is added or created
Invoice Auto Reminder Status — Enable or Disable Auto Reminder for an existing invoice
Restore Invoice — Restores a previously archived invoice
Send Booking Invite by Email — Sends a Booking Invite to the Customer by Email
Send Booking Invite by SMS — Sends a Booking Invite to the Customer by SMS
Send Invoice Reminder — Sends a reminder for an existing invoice
Update Invoice — Update invoice details when an invoice is modified
Update Invoice Settings — Updates existing invoice settings
Update Product — Update an existing product