Ecotrak and Salesflare

How to connect Ecotrak

When new Work Order in Ecotrak, create opportunity, then find or create contact in Salesflare.

Ecotrak is a facility and asset management software designed to help businesses save time and money while providing real-time, actionable data.

Start a workflow when this happens

Things Salesflare can make it do

Approve or Reject Invoice — Approve or reject an invoice (Customer only).
Create Invoice PM — Create an invoice for a Preventative Maintenance (PM) work order (Service Provider only).
Record Invoice Payment — Submit a payment for an invoice (Customer only).
Submit Invoice - Not Required — Create an invoice as Not Required (Customer or Service Provider).
Update Work Order (Customer) — Allows a Customer to mark a work order CANCELLED or NOT_FIXED.

Show 1 more actions

Update Work Order (Service Provider) — Allows a Service Provider to update status and/or ETA on a work order, failing the Zap on error with the API message.

Look up existing records

Find Invoice — Finds an invoice by its ID.
Find Work Order — Finds a work order by its ID
Get Invoices — Get invoices by approved date and/or excluded location type, with optional pagination
Get Work Orders — Finds work orders by status, last updated date, and/or paginate through results.

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