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HERO Software für Handwerker and Salesflare

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How to connect HERO Software für Handwerker

What you can automate

  • When new Appointments in HERO Software für Handwerker, create a meeting, then create a call in Salesflare.
  • When new Contacts in HERO Software für Handwerker, create a contact in Salesflare.

HERO Software für Handwerker operations on Make

Triggers (5)

Start a workflow when this happens

  • Watch Appointments — Triggers when an appointment is created or modified
  • Watch Contacts — Triggers when a contact is created or updated
  • Watch Documents — Triggers when a document is created, uploaded or updated
  • Watch Images — Triggers when a new image is added to a project, contact or job
  • Watch Projects — Triggers when a project is created or updated

Actions (11)

Things Salesflare can make it do

  • Create Logbook Entry — Create a new logbook entry in HERO
  • Create Project — Create a new project
  • Create a Contact — Create a new contact
  • Get a Contact — Get all data of an existing contact
  • Get a Project — Get all data of an existing project
Show 6 more actions
  • Get internal Project-ID — Get internal Project-ID by Project-Number
  • Update Project — Update the data of an existing project
  • Update Project Status — Update status of a project
  • Update a Contact — Update an existing contact
  • Upload Document — Upload a document to a project, contact or job
  • Upload Image — Upload an image to a project, contact or job

Searches (1)

Look up existing records

  • Find Contact — Find Contact by first name, last name, company name and customer number

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