Home Inspector Pro Office and Salesflare

How to connect Home Inspector Pro Office

When invoice Paid in Home Inspector Pro Office, create opportunity, then find or create contact in Salesflare.
When new Client Added in Home Inspector Pro Office, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Order Created in Home Inspector Pro Office, create opportunity, then find or create contact in Salesflare.
When completed Order in Home Inspector Pro Office, create opportunity, then find or create contact in Salesflare.

Home Inspector Pro Office is a tool to automate and streamline your home inspection business.

Start a workflow when this happens

Completed Order — Triggers when an order is marked complete in HIP Office. This could be an order automatically or manually closed.
Contract Signed — Triggers when the contract for an order is signed by a client in HIP Office.
Invoice Paid — Triggers when an invoice is paid in HIP Office.
New Agent Added — Triggers when a new real estate agent is added to HIP Office.
New Client Added — Triggers when a new client is added to HIP Office.

Show 3 more triggers

New Order Created — Triggers when a new Inspection order is created in HIP Office.
Report Sent — Triggers when a report is sent out via email to your clients.
Report Viewed — Triggers when a report is viewed in HIP Office.

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