Handoff and Salesflare

How to connect Handoff

When new Contact in Handoff, find or create contact in Salesflare.
When invoice Paid in Handoff, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create Project and Generate Estimate in Handoff.

Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.

Start a workflow when this happens

Invoice Paid — Triggers when a client pays an invoice.
New Contact — Triggers when a new contact (client, sub, vendor) is created.
New Project — Triggers when a new project is created.
Proposal Approved — Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
Proposal Sent — Triggers when a proposal is sent to a client.

Things Salesflare can make it do

Create Contact — Creates a new contact (client, subcontractor, vendor).
Create Project — Creates a new project. Optionally creates or links a client.
Create Project With Document — Creates a new project and attaches a document containing the form info. Optional photo URLs are downloaded and attached to the document. Synchronous.
Create Project and Generate Estimate — Creates a new project and generates an AI-powered estimate. The estimate runs in the background (typically 1-5 minutes) and the step completes when it's ready.
Find or Create Contact — Find a contact by query; create one if no match is found.

Show 1 more actions

Find or Create Project — Find a project by query; create one if no match is found.

Look up existing records

Find Contact — Search for a contact by name, email, phone, or business name.
Find Estimate — Look up an estimate by ID and project ID. Returns either the rolled-up cost breakdown (default) or the individual line items with offset pagination when 'Line by Item' is enabled.
Find Project — Search for a project by name, client name, or other details.

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