Function Point and Salesflare

How to connect Function Point

When new Company in Function Point, find or create account in Salesflare.
When new Contact in Function Point, find or create contact in Salesflare.
When new Estimate in Function Point, create opportunity in Salesflare.
When new Invoice in Function Point, create opportunity, then find or create contact in Salesflare.
When new Note in Function Point, create internal note in Salesflare.
When new Note Comment in Function Point, create internal note in Salesflare.

Function Point is an all-in-one agency management platform for project, resource, financial, and team collaboration.

Start a workflow when this happens

New Brief — Triggers when a new brief is created.
New Company — Triggers when a new company (client or vendor) is created.
New Contact — Triggers when a new contact is created.
New Estimate — Triggers when a new estimate is created.
New External Expense — Triggers when a new external expense (PO) is created.

Show 8 more triggers

Things Salesflare can make it do

Show 18 more actions

Create Contact — Create a new contact.
Create Estimate — Create an estimate with its service groups and line items in one step.
Create External Expense — Create an external expense (PO) with its line items.
Create Internal Expense — Add an internal expense to an estimate service group.
Create Job — Create a job from an estimate. The job inherits the estimate’s number.
Create Note — Create a note linked to a company, job, contact, or estimate.
Create Task — Create a task (optionally with assignees).
Create Task Dependency — Make one task depend on another.
Find or Create Brief — Find a brief by name.
Find or Create Company — Find a company by name.
Find or Create Contact — Find a contact by email or name, optionally scoped to a company.
Find or Create Task — Find tasks by any combination of title, status, due date, overdue, assignee, job, or company. Returns all matches (job, assignee + staff group, due date, hours, status) — add a Looping by Zapier step to act on each.
Log Time — Log a time entry against a job and service.
Update Brief — Update an existing brief.
Update Company — Update an existing company.
Update Contact — Update an existing contact.
Update Job — Update an existing job.
Update Task — Update an existing task.

Look up existing records

Find Brief — Find a brief by name.
Find Company — Find a company by name.
Find Contact — Find a contact by email or name, optionally scoped to a company.
Find Estimate(s) — Find estimates by name/number, approval status, company, or estimate-date range.
Find Invoice(s) — Find invoices by name/number, status, company, or invoice-date range.

Show 4 more searches

Find Job(s) — Find jobs by name/number, status, category, billing status, or company.
Find Staff — Find a staff member by name or username.
Find Task(s) — Find tasks by any combination of title, status, due date, overdue, assignee, job, or company. Returns all matches (job, assignee + staff group, due date, hours, status) — add a Looping by Zapier step to act on each.
Find Timesheets — Find time entries by staff, job, task, and work-date range. Returns all matches — add a Looping by Zapier step to act on each.

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a te…

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks…

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on…

Write custom Python or Javascript code in response to any data from any service! Transform, muta…

Put your Actions on hold for a specified amount of time before sending data to another app. You…

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for…

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.