Esabora and Salesflare

How to connect Esabora

What you can automate

  • When new or Updated Customer (Export Clients) in Esabora, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Order Placed (Export Commande) in Esabora, create opportunity, then find or create contact in Salesflare.
  • When new Account in Salesflare, create Supplier Invoice Control (Import Facture Fournisseur) in Esabora.

About Esabora

Esabora is a software made for electricians, plumbers, heating engineers and sub-trades.

Esabora operations on Zapier

Triggers (6)

Start a workflow when this happens

  • New Order Placed (Export Commande) — Triggers when a new order is ordered, and export data.
  • New or Updated Customer (Export Clients) — Triggers when customer information changes, and sends an Excel file containing customer data.
  • New or Updated Projet (Export Affaires) — Triggers when a new project is created or updated, and export data.
  • Supplier Invoice Controlled (Export Factures Fourn. Contrôlés) — Triggers when a supplier invoice is controlled, and export data.
  • Validated Hours (Export Heures Validées) — Triggers when a new hour is validated, and export data.
Show 1 more triggers
  • Validated Invoices (Export Factures Validées) — Triggers when an invoice is validated, exports the header data.

Actions (5)

Things Salesflare can make it do

  • Create Customers (Import Clients) — Create customers into Esabora with an Excel file
  • Create External Document (Import Document Externe) — Create an external document into Esabora
  • Create Inspection Request (Import Bon Intervention) — Create inspection request into Esabora with an Excel file
  • Create Order (Import Commande) — Create order into Esabora with an Excel file
  • Create Supplier Invoice Control (Import Facture Fournisseur) — Create supplier invoice checks in Esabora with an excel file or pdf/image invoice.

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