DocketManager and Salesflare

How to connect DocketManager

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.

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

Start a workflow when this happens

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.

Things Salesflare can make it do

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

Look up existing records

Show 2 more searches

Printavo is a simple tool for print, embroidery, promotional, digital, large format and sign sho…

thanks.io is a direct-mail automation platform sending handwritten-style postcards, letters, not…

PrintNode is a hosted printing service that can help you quickly, easily and securely add remote…

Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via…

ezeep Blue printing automates printing of labels, checks, packing slips, reports and all other p…

YoPrint is an all-in-one print shop management software that helps you keep track of your sales,…

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.