inTandem and Salesflare
How to connect inTandem
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Appointment in inTandem, create meeting, then create call in Salesflare.
- When updated Client in inTandem, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Estimate in inTandem, create opportunity in Salesflare.
- When new Invoice in inTandem, create opportunity, then find or create contact in Salesflare.
- When new Payment in inTandem, create opportunity, then find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Estimate in inTandem.
About inTandem
inTandem is a business management platform for small service businesses, offering CRM, scheduling, invoicing, payments, and marketing tools.
inTandem operations on Zapier
Triggers (7)
Start a workflow when this happens
- Cancelled Appointment — Triggers when an appointment is cancelled.
- New Appointment — Triggers when an appointment is scheduled.
- New Estimate — Triggers when an estimate is requested.
- New Invoice — Triggers when an invoice is issued.
- New Payment — Triggers when a payment is recorded.
Show 2 more triggers
- Updated Client — Triggers when a client is updated.
- Updated Service — Triggers when a service is updated.
Actions (9)
Things Salesflare can make it do
- Create Booking — Creates an appointment.
- Create Client — Creates a client.
- Create Client Note — Creates a client note.
- Create Estimate — Creates an estimate.
- Create Invoice — Creates an invoice.
Show 4 more actions
- Create Lead — Creates a lead.
- Create Payment — Creates a payment.
- Create Product — Creates a product.
- Create Service — Creates a service.
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