EVEREST and Salesflare
How to connect EVEREST
- Via Zapier — 49 operations available. Set it up ↗
What you can automate
- 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.
About EVEREST
Everest helps you centralize your logistics flows within a single software, and offers the best delivery experience to your customers.
EVEREST operations on Zapier
Triggers (17)
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.
Actions (16)
Things Salesflare can make it do
- Cancel Mission — Cancel a mission without deleting it
- Create Agent — Create a new agent on your platform
- Create Client — Create a new client on your platform
- Create Invoice — Create a new invoice on your platform
- Create Mission — Creates a new mission in the platform
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
Searches (16)
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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