What you can automate

When new Estimate in Genaya, create opportunity in Salesflare.

When form Submitted in Genaya, find or create contact in Salesflare.

When invoice Paid in Genaya, create opportunity, then find or create contact in Salesflare.

When new Appointment in Genaya, create meeting, then create call in Salesflare.

When new Client in Genaya, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in Genaya, create opportunity, then find or create contact in Salesflare.

About Genaya

Genaya is a business operations platform for scheduling, clients, invoices, payments, calls and marketing - all in one place.

Genaya operations on Zapier

Start a workflow when this happens

Appointment Status Changed — Triggers when an appointment moves to a new status.
Appointment Updated — Triggers when an appointment is edited.
Call Completed — Triggers when a call finishes, inbound or outbound.
Campaign Scheduled — Triggers when a marketing campaign send is scheduled.
Estimate Status Changed — Triggers when an estimate moves to a new status.

Show 13 more triggers

Form Submitted — Triggers when a visitor submits one of your forms.
Invoice Paid — Triggers when an invoice is fully paid.
Missed Call — Triggers when an inbound call is missed.
New Appointment — Triggers when a new appointment is created.
New Client — Triggers when a new client is created.
New Estimate — Triggers when a new estimate is created.
New Invoice — Triggers when a new invoice is created.
New Lead — Triggers when a new lead is created, optionally limited to one lead table.
New Reminder — Triggers when a new reminder is created.
New Task — Triggers when a new task is created.
Payment Received — Triggers when a payment is recorded or collected.
Review Received — Triggers when a new review is received.
Video Room Scheduled — Triggers when a video room is scheduled.

Things Salesflare can make it do

Create Appointment — Creates a new appointment.
Create Client — Creates a new client, or updates the existing client that matches by email or phone.
Create Contact — Creates a new contact in the call center, chats and rooms directory. Name or phone is required.
Create Estimate — Creates a new estimate. Totals are calculated from the line items.
Create Expense — Creates a new expense. Provide a vendor name or at least one line item.

Show 6 more actions

Create Invoice — Creates a new invoice. Totals are calculated from the line items.
Create Lead — Creates a new lead row in one of your lead tables.
Create Reminder — Creates a new reminder, owned by the connected member.
Create Task — Creates a new task in a task group.
Send SMS Message — Sends an SMS or MMS message from one of your phone numbers.
Update Client — Updates an existing client. Only the fields you fill in are changed.

Look up existing records

Genaya and Salesflare