What you can automate

When new Account in essensys Operate, find or create account in Salesflare.

When updated Account in essensys Operate, find or create account in Salesflare.

When new Charge Sheet in essensys Operate, create opportunity, then find or create contact in Salesflare.

When new Contact in essensys Operate, find or create contact in Salesflare.

When updated Contact in essensys Operate, find or create contact in Salesflare.

When new Lead in essensys Operate, find or create contact in Salesflare.

About essensys Operate

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

essensys Operate operations on Zapier

Triggers (15)

Start a workflow when this happens

Delete Charge Sheet — Triggers when a new charge sheet is deleted.
Deleted Calendar Event — Triggers when a Calendar Event is deleted.
Deleted Contact — Triggers when a contact is deleted.
New Account — Triggers when a new account is created.
New Calendar Event — Triggers when a new calendar event is created.

Show 10 more triggers

New Charge Sheet — Triggers when a new charge sheet is created.
New Contact — Triggers when a new contact is created.
New Lead — Triggers when new lead is created.
New Licence — Triggers when a new licence is created.
New Opportunity — Triggers when new opportunity is created.
New Product — Triggers when a new product is created.
Update Charge Sheet — Triggers when a new charge sheet is updated.
Updated Account — Triggers when an account is updated.
Updated Contact — Triggers when a contact is updated.
Updated Lead — Triggers when new lead is updated.

Actions (9)

Things Salesflare can make it do

Create Account — Creates a new account.
Create Charge Sheet — Creates a new charge sheet.
Create Contact — Creates a new contact.
Create Lead — Creates a new lead.
Create Opportunity — Creates a new opportunity.

Show 4 more actions

Create Product — Creates a new product.
Create Tour — Creates a new tour.
Update Contact — Updates a contact.
Update Opportunity — Updates an opportunity.

Searches (2)

Look up existing records

Find Contact — Find Contact.
Find Opportunity — Find Opportunity.

essensys Operate and Salesflare

How to connect essensys Operate