EVEREST and Salesflare

How to connect EVEREST

When invoice Created in EVEREST, create opportunity, then find or create contact in Salesflare.
When invoice Updated in EVEREST, create opportunity, then find or create contact in Salesflare.

Everest helps you centralize your logistics flows within a single software, and offers the best delivery experience to your customers.

Start a workflow when this happens

Draft Mission Created — Triggers when a new draft mission is created.
Draft Mission Deleted — Triggers when a draft mission is deleted.
Draft Mission Updated — Triggers when a draft mission is updated.
Draft Mission Validated — Triggers when a draft mission is validated and the corresponding mission is created.
Invoice Created — Triggers when a new invoice is created.

Show 12 more triggers

Invoice Deleted — Triggers when an invoice is deleted.
Invoice Updated — Triggers when an invoice is updated.
Mission Created — Triggers when a new mission is created.
Mission Deleted — Triggers when a mission is deleted.
Mission Price Updated — Triggers when a mission price is modified.
Mission Status — Triggers when a new status is created on a mission.
Mission Updated — Triggers when a mission is updated.
Recurring Mission Created — Triggers when a new recurring mission is created.
Recurring Mission Deleted — Triggers when a recurring mission is deleted.
Recurring Mission Updated — Triggers when a recurring mission is updated.
Service Created — Triggers when a new service is created.
Service Updated — Triggers when a service is updated.

Things Salesflare can make it do

Show 11 more actions

Delete Agent — Delete an agent from the platform
Delete Client — Delete a client from the platform
Delete Invoice — Delete an invoice from the platform
Delete Mission — Delete a mission from the platform
Dispatch Mission — Dispatch a mission to a given agent
Estimate Mission Price — Estimate the price of a mission from a service and address
Set Mission Status — Set the status of one or multiple missions
Update Agent — Update informations of an agent
Update Client — Update informations of a registered client
Update Invoice — Update and invoice on your platform
Update Mission — Update a mission's informations

Look up existing records

Get Agent by ID — Retrieve informations about an agent given its ID
Get Agents — Retrieve a list of agents on your platform
Get Areas of Service — Retrieve the list of areas of services configured on the platform
Get Availabilities — Retrieve the list of services availabilities
Get Client by ID — Retrieve informations about a client given its ID

Show 11 more searches

Get Clients — Retrieve a list of clients on your platform
Get Infos — Retrieve informations about the platform
Get Invoice by ID — Retrieve an invoice from the platform
Get Invoices — Retrieve a list of invoices
Get Missions — Retrieve a list of missions from search criterias
Get Missions by Ref — Retrieve informations about some missions given their ref
Get Services — Retrieve the list of services
Get Slots — Retrieve the list of time slots for which creating a mission is possible
Get Statuses — Retrieve the list of missions' possible statuses
Get Vehicle Types — Retrieve the list of platform vehicle types
Is Handled Address — Check if platform is able to create a mission for a given address at a given time

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