Fergus and Salesflare
How to connect Fergus
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When new Customer in Fergus, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Quote in Fergus, create opportunity in Salesflare.
About Fergus
Fergus is a job management software for plumbers, electricians and other trades.
Fergus operations on Zapier
Triggers (6)
Start a workflow when this happens
- Job Completion — Trigger when a job is fully invoiced (all job phases have been invoiced and the job is marked as completed).
- Modified Quote — Triggers when a quote is modified.
- New Customer — Triggers when a new customer is created.
- New Job — Triggers when a new job is created.
- New Quote — Triggers when a new quote is created.
Show 1 more triggers
- New Site — Triggers when a new site is created.
Actions (6)
Things Salesflare can make it do
- Archive Site — Archives a site.
- Create Customer — Creates a new customer.
- Create Job — Creates a new job.
- Create Site — Creates a new site.
- Edit Draft Job — Edits an existing draft job.
Show 1 more actions
- Finalize Draft Job — Finalizes a draft job, making it a live job.
Searches (8)
Look up existing records
- Find All Quotes — Search for quotes across all jobs, sorted by modification date.
- Find Customer — Finds customers based on search text.
- Find Job — Finds jobs based on search text.
- Find Site — Searches for sites by name, city, or postal code.
- Get Customer by ID — Retrieves a specific customer using their unique ID.
Show 3 more searches
- Get Job by ID — Retrieves a specific job using its unique ID.
- Get Quotes for Job — Finds all quotes associated with a specific job.
- Get Site by ID — Retrieves a specific site using its unique ID.
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