Esabora and Salesflare

How to connect Esabora

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.

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

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.

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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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.