GoTaskhub and Salesflare
How to connect GoTaskhub
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When invoice Paid in GoTaskhub, create opportunity, then find or create contact in Salesflare.
- When new Lead in GoTaskhub, find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Quote in GoTaskhub.
About GoTaskhub
GoTaskhub is a job management, quoting, invoicing, and CRM system that automates lead capture and client workflows.
GoTaskhub operations on Zapier
Triggers (5)
Start a workflow when this happens
- Invoice Paid — Triggers when an invoice is marked as paid.
- Job Completed — Triggers when a job status is marked as Completed.
- Job Created — Triggers when a new job is created.
- New Lead — Triggers when a new lead is captured or submitted.
- Quote Accepted — Triggers when a customer accepts a quote.
Actions (4)
Things Salesflare can make it do
- Create Customer — Creates a new customer profile in the CRM.
- Create Job — Creates a new scheduled or unscheduled job.
- Create Lead — Creates a new lead in the CRM.
- Create Quote — Creates a new draft quote.
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