DocketManager and Salesflare
How to connect DocketManager
- Via Zapier — 48 operations available. Set it up ↗
What you can automate
- When contact Created in DocketManager, find or create contact in Salesflare.
- When contact Updated in DocketManager, find or create contact in Salesflare.
- When customer Created in DocketManager, find or create account, then find or create contact, then add contact to account in Salesflare.
- When customer Updated in DocketManager, find or create account, then find or create contact, then add contact to account in Salesflare.
- When payment Created in DocketManager, create opportunity, then find or create contact in Salesflare.
- When supplier Created in DocketManager, find or create account in Salesflare.
About DocketManager
DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.
DocketManager operations on Zapier
Triggers (19)
Start a workflow when this happens
- Contact Created — Triggers when a new Contact is Created.
- Contact Updated — Triggers when a Contact is modified.
- Customer Created — Triggers when a new Customer is created.
- Customer Updated — Triggers when a Customer is modified.
- Order Placed Online — Triggers when an Online Order is placed.
Show 14 more triggers
- Order Posted — Triggers when an Order is Posted.
- Payment Created — Triggers when a Payment is Created.
- Proof Status Updated — Triggers when a Proof Status is Created or Changed.
- Queue Changed — Triggers when and Order Item moves into a new Queue.
- Quote Converted — Triggers when a Quote is converted to an Order.
- Quote Email — Triggers when a Quote Email is sent
- Shipping Email — Triggers when a Shipping Email is sent.
- Supplier Created — Triggers when a new Supplier is created.
- Supplier Updated — Triggers when a Supplier is modified.
- Sync Item — Triggers when the "Sync Item" button is clicked on the Item View page.
- Sync Order — Triggers when the "Sync Order" button is clicked on the Order View page.
- Task Completed — Triggers when a Task is marked as completed.
- Vendor Created — Triggers when a new Vendor is Created.
- Vendor Updated — Triggers when a Vendor is modified.
Actions (22)
Things Salesflare can make it do
- Create Contact — Creates a Contact
- Create Contact Note — Creates a Contact Note
- Create Contact Task — Creates a Contact Task
- Create Customer — Creates a Customer
- Create Customer Note — Creates a Customer Note
Show 17 more actions
- Create Customer Task — Creates a Customer Task
- Create Order Item Note — Creates an Order Item Note
- Create Order Item Task — Creates an Order Item Task
- Create Order Note — Creates an Order Note
- Create Order Task — Creates an Order Task
- Create Payment — Creates a Payment
- Create Quote Item Note — Creates a Quote Item Note
- Create Quote Item Task — Creates a Quote Item Task
- Create Quote Note — Creates a Quote Note
- Create Quote Task — Creates a Quote Task
- Create Shipment — Creates a Shipment
- Create Task — Creates a Task with no association to an Order, Quote, Item, Customer, or Contact
- Find or Create Contact — Finds a Contact
- Find or Create Customer — Finds a Customer
- Queue Move — Moves an Order Item to a specified Queue
- Update Contact — Updates a Contact
- Update Customer — Creates a Customer
Searches (7)
Look up existing records
- Find Contact — Finds a Contact
- Find Customer — Finds a Customer
- Find Employee — Finds an Employee
- Find Order — Finds a DocketManager Order
- Find Order Item — Finds an Order Item
Show 2 more searches
- Find Quote — Finds a DocketManager Quote
- Find Quote Item — Finds a Quote Item
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