EverTransit and Salesflare

How to connect EverTransit

What you can automate

  • When customer Created in EverTransit, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When invoice Created in EverTransit, create opportunity, then find or create contact in Salesflare.

About EverTransit

EverTransit is a fleet management tool. It helps you to manage your fleet with powerful tools, built on the newest technology.

EverTransit operations on Zapier

Triggers (7)

Start a workflow when this happens

  • Customer Created — Triggers when a new customer is created.
  • Driver Assigned — Triggers when a driver is assigned to a ride.
  • Driver Created — Triggers when a driver accepts an invitation to a fleet.
  • Driver Unassigned — Triggers when a driver is unassigned to a ride.
  • Invoice Created — Triggers when a new invoice is created.
Show 2 more triggers
  • Ride Created — Triggers when a new ride is created.
  • Ride Status Updated — Triggers when a ride status is updated.

Actions (4)

Things Salesflare can make it do

  • Create Customer — Creates a new customer.
  • Create Ride — Creates a ride in the fleet.
  • Find or Create Customer — Searches for a customer matching the provided email, or creates one if it does not exist.
  • Invite Driver — Invites a new driver to the fleet.

Searches (1)

Look up existing records

  • Find Customer — Finds a customer based on email.

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