InventoryBase and Salesflare
How to connect InventoryBase
- Via Zapier — 51 operations available. Set it up ↗
What you can automate
- When client Created in InventoryBase, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Updated in InventoryBase, find or create account, then find or create contact, then add contact to account in Salesflare.
- When inspection Submitted for Review in InventoryBase, create internal note in Salesflare.
About InventoryBase
Produce professional property inventories, check ins, check outs, interim inspections, building inspections, risk assessments and more.
InventoryBase operations on Zapier
Triggers (18)
Start a workflow when this happens
- Action Report Created — Triggers when a Action Report is created.
- Client Created — Triggers when a client is created.
- Client Deleted — Triggers when a client is deleted.
- Client Updated — Triggers when a client is updated.
- Inspection Cancelled — Triggers when an inspection is cancelled.
Show 13 more triggers
- Inspection Closed — Triggers when an inspection is closed.
- Inspection Completed — Triggers when an inspection is completed.
- Inspection Confirmed — Triggers when an inspection's conduct date is confirmed.
- Inspection Created — Triggers when an inspection is created.
- Inspection Offered to Workstreams Supplier — Triggers when an inspection in the Workstreams network is offered to a supplier.
- Inspection Submitted for Review — Triggers when an inspection is submitted for managerial review.
- Inspection Updated — Triggers when an inspection is updated.
- PDF Generated — Triggers when a PDF is generated.
- Property Created — Triggers when a property is created.
- Property Deleted — Triggers when a property is deleted.
- Property Updated — Triggers when a property is updated.
- Typist Assigned — Triggers when a typist is assigned to an inspection.
- Typist Unassigned — Triggers when a typist is unassigned from an inspection.
Actions (21)
Things Salesflare can make it do
- Accept Offer — Accepts an offer for an inspection in the Workstreams network.
- Add Message — Adds message to an inspection.
- Add Property Tag — Adds a tag to to a property.
- Cancel Inspection — Cancel an existing inspection
- Create Client — Creates a new client
Show 16 more actions
- Create Inspection — Creates a new inspection
- Create Inspection Contact — Creates a contact for an inspection.
- Create Property — Creates a new property
- Create Property Contact — Creates a contact for a property.
- Create Staff Member — Creates a new staff member
- Create a Clerk — Create a new clerk
- Delete Property Tag — Deletes a tag from a property.
- Find or Create Clerk — Find or create a Clerk
- Find or Create Client — Find or create a Client
- Find or Create a Property — Find or create a property
- Mark Confirmed — Marks inspection's conduct date as confirmed.
- Mark to Be Confirmed — Marks inspection's conduct date as to be confirmed.
- Update Custom Field — Updates custom field on a property.
- Update Inspection Assignee — Updates inspection assignee.
- Update Inspection Date — Updates inspection conduct date.
- Update Internal Notes — Updates inspection internal notes.
Searches (12)
Look up existing records
- Find Action Reports by Inspection — Find action reports by related inspection.
- Find a Client by Email — Find a client by their email address.
- Find a Client by Name — Find a client by their name.
- Find a Property — Find a property by address.
- Find a Staff Member by Email — Find a staff member by their email.
Show 7 more searches
- Find a Staff Member by Name — Find a staff member by their name.
- Find an Inspection Type by Name — Find an inspection type by it's name
- Get Inspection — Gets an inspection.
- Get Inspection Contacts — Get contacts for an inspection id
- Get PDF — Gets a report PDF.
- Get Property — Gets a property.
- Get Property Contacts — Get contacts for a property id
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free