Eworks and Salesflare

CRM (Customer Relationship Management) eworksmanager.com ↗

How to connect Eworks

Via Zapier — 65 operations available. Set it up ↗

What you can automate

When appointment Completed in Eworks, create meeting, then create call in Salesflare.
When appointment Status Changed in Eworks, create meeting, then create call in Salesflare.
When customer Updated in Eworks, find or create account, then find or create contact, then add contact to account in Salesflare.
When invoice Paid in Eworks, create opportunity, then find or create contact in Salesflare.
When invoice Updated in Eworks, create opportunity, then find or create contact in Salesflare.
When lead Updated in Eworks, find or create contact in Salesflare.

About Eworks

Eworks is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

Eworks operations on Zapier

Triggers (46)

Start a workflow when this happens

Appointment Accepted — Triggers when an appointment is accepted.
Appointment Action Required — Triggers when an appointment status is action required.
Appointment Cancelled — Triggers when an appointment is cancelled.
Appointment Completed — Triggers when an appointment is completed.
Appointment Declined — Triggers when an appointment is declined.

Show 41 more triggers

Appointment Status Changed — Triggers when appointment status is changed.
Appointment on Hold — Triggers when an appointment status is changed to on hold.
Appointment on Route — Triggers when an appointment status changed to on route.
Appointment on Site — Triggers when an appointment status is changed to on site.
Customer Updated — Triggers when a customer is updated.
Expense Authorised — Triggers when an expense is authorised.
Expense Paid — Triggers when an expense is paid.
Expense Updated — Triggers when an expense is updated.
Invoice Cancelled — Triggers when an invoice is cancelled.
Invoice Paid — Triggers when an invoice is paid.
Invoice Updated — Triggers when an invoice is updated.
Item Updated — Triggers when an item is updated.
Job Action Required — Triggers when a job status is changed to Action Required.
Job Authorised — Triggers when a job is Authorised.
Job Cancelled — Triggers when a job is Cancelled.
Job Completed — Triggers when a job is completed.
Job Status Changed — Triggers when a job status is changed.
Job Updated — Triggers when a job is updated.
Job in Progress — Triggers when a job status is changed to In Progress.
Job on Hold — Triggers when a job status is changed to On Hold.
Lead Authorised — Triggers when a lead is authorised.
Lead Rejected — Triggers when a lead is rejected.
Lead Updated — Triggers when a lead is updated.
New Appointment — Triggers when a new job appointment is created.
New Customer — Triggers when a new customer is created.
New Expense — Triggers when a new expense is created.
New Invoice — Triggers when a new invoice is created.
New Item — Triggers when a new Item is created.
New Job — Triggers when a new job is created.
New Lead — Triggers when a new lead is created.
New Purchase Order — Triggers when a new purchase order is created.
New Quote — Triggers when a new quote is created.
New Supplier — Triggers when a new supplier is created.
Purchase Order Approved — Triggers when a purchase order is approved.
Purchase Order Cancelled — Triggers when a purchase order is cancelled.
Purchase Order Paid — Triggers when a purchase order is paid.
Purchase Order Updated — Triggers when a purchase order is updated.
Quote Accepted — Triggers when a quote is accepted.
Quote Rejected — Triggers when a quote is rejected.
Quote Updated — Triggers when a quote is updated.
Supplier Updated — Triggers when a supplier is updated.