Gem City Cleaning Tools and Salesflare

How to connect Gem City Cleaning Tools

What you can automate

  • When customer Updated in Gem City Cleaning Tools, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Customer Created in Gem City Cleaning Tools, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in Gem City Cleaning Tools, create opportunity, then find or create contact in Salesflare.

About Gem City Cleaning Tools

Gem City Cleaning Tools is an all in one solution for cleaning business to manage their business, employees, and clients.

Gem City Cleaning Tools operations on Zapier

Triggers (7)

Start a workflow when this happens

  • Customer Updated — Triggers when a customer has been updated.
  • Job Cancelled — Triggers when a job is marked Cancelled.
  • Job Completed — Triggers when a job is marked as Completed.
  • Job Status Changed — Triggers when any job's status changes (e.g. Pending to In Progress, Completed, or Cancelled).
  • New Customer Created — Triggers when a new customer is added.
Show 2 more triggers
  • New Invoice — Triggers when an invoice is created.
  • New Job — Triggers when a new job is created.

Actions (8)

Things Salesflare can make it do

  • Create Customer — Creates a new customer.
  • Create Invoice — Creates an invoice for a customer.
  • Create Job — Creates a new job for a customer.
  • Create Recurring Job — Creates a recurring job for a customer on a schedule.
  • Update Customer — Updates an existing customer.
Show 3 more actions
  • Update Invoice — Updates an existing invoice.
  • Update Job — Updates an existing job.
  • Update Job Status — Updates the status of an existing job.

Searches (4)

Look up existing records

  • Find Customer — Finds a customer by name, email, phone, or address.
  • Find Invoice — Finds an invoice by status or customer.
  • Find Job — Finds a job by customer name, address, or search text.
  • Find Timeclock Entry — Finds a timeclock entry by approval status.

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