What you can automate

When new Customer in Homeworks, find or create account, then find or create contact, then add contact to account in Salesflare.

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

When new Payment in Homeworks, create opportunity, then find or create contact in Salesflare.

When new To-Do in Homeworks, create task in Salesflare.

When new Opportunity in Salesflare, create Estimate in Homeworks.

When new Task in Salesflare, create To-Do in Homeworks.

About Homeworks

Homeworks is a software that automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Homeworks operations on Zapier

Triggers (9)

Start a workflow when this happens

Close Visit — Triggers when a visit to a customer is closed.
Inactive Customer — Triggers when a customer is made inactive.
New Customer — Triggers when a new customer is added.
New Expense — Triggers when a new expense is added.
New Invoice — Triggers when a new invoice is added.

Show 4 more triggers

New Payment — Triggers when a new payment is received.
New Property — Triggers when a new property is added.
New To-Do — Triggers when a new to-do is added.
Visit Not Serviced — Triggers when a visit is marked as not serviced.

Actions (6)

Things Salesflare can make it do

Create Customer — Creates a new customer.
Create Estimate — Create a new estimate. Can currently create an estimate with just one line item.
Create Invoice — Create a new invoice. Can currently create an invoice with just one line item.
Create To-Do — Creates a to-do item
Update Customer — Updates an existing customer. Replaces only data that is set.

Show 1 more actions

Update Property — Update an existing property, Replaces only data that is set.

Searches (3)

Look up existing records

Find Customer — Find an existing customer by business name or email address or customer ID.
Find Payment — Enter the CoPilot CRM ID of the payment to find. (e.g., 20725)
Find Property — Finds an Asset.

Homeworks and Salesflare

How to connect Homeworks