Firm360 and Salesflare
How to connect Firm360
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When client Added or Updated in Firm360, find or create account, then find or create contact, then add contact to account in Salesflare.
About Firm360
Firm360 is an all-in-one practice management system for accounting firms.
Firm360 operations on Zapier
Triggers (2)
Start a workflow when this happens
- Client Added or Updated — Triggers when client is added or updated.
- Project Updated — Triggers when project is created or status is changed.
Actions (8)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Contact — Creates a new contact for the given Client.
- Create Project — Creates a new project for the given Client.
- Create Recurring Project — Creates a new recurring project for the given Client.
- Find or Create Client — Finds or creates a specific find client.
Show 3 more actions
- Find or Create Contact — Finds or creates a specific find contact.
- Find or Create Project — Finds or creates a specific find project.
- Find or Create Recurring Project — Finds or creates a specific find project recurring.
Searches (4)
Look up existing records
- Find a Client — Search for client by name or number.
- Find a Contact — Search for Contact by email for the specified Client.
- Find a Project — Search for Project in a certain Client by name.
- Find a Recurring Project — Search for Recurring Project in a certain Client by name.
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