Equinox and Salesflare
How to connect Equinox
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Invoice in Equinox, create opportunity, then find or create contact in Salesflare.
- When new Task in Equinox, create task in Salesflare.
- When updated Task in Equinox, create task in Salesflare.
- When new Task in Salesflare, create Task in Equinox.
About Equinox
Equinox is an efficient IP portfolio management system that helps you manage trademarks, patents, registered designs & more.
Equinox operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Invoice — Triggers when a new invoice is created
- New Matter — Triggers when a new matter is created
- New Task — Triggers when a new task is created
- Updated Matter — Triggers when a matter is updated
- Updated Task — Triggers when a task is updated
Actions (5)
Things Salesflare can make it do
- Create Document — Creates a Document in Equinox
- Create Matter — Creates a new matter in the system.
- Create Task — Creates a new task in the system for a matter
- Update Matter — Updates an existing matter in the system.
- Update Task — Updates an existing task in your system.
Searches (3)
Look up existing records
- Find Matter — Finds a matter in the system.
- Get Matter — Get a matter's details by it's internal matter ID.
- Get Report — Get a report by its internal ID.
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