Esabora and Salesflare
How to connect Esabora
- Via Zapier — 11 operations available. Set it up ↗
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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