ISN and Salesflare
How to connect ISN
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When client Updated in ISN, find or create account, then find or create contact, then add contact to account in Salesflare.
- When note Created in ISN, create internal note in Salesflare.
- When order Completed in ISN, create opportunity, then find or create contact in Salesflare.
- When order Created in ISN, create opportunity, then find or create contact in Salesflare.
- When order Paid in ISN, create opportunity, then find or create contact in Salesflare.
- When new Task in Salesflare, create Task in ISN.
About ISN
The Inspection Support Network is the industry’s most trusted home inspection software solution.
ISN operations on Zapier
Triggers (11)
Start a workflow when this happens
- Agent Updated — Triggers when an agent has been updated.
- Client Updated — Triggers when a client has been updated.
- Event Created — Triggers when an event has been created.
- Event Updated — Triggers when an event has been updated.
- Note Created — Triggers when a new note is created.
Show 6 more triggers
- Order Canceled — Triggers when an order has been canceled.
- Order Completed — Triggers when an order has been completed.
- Order Created — Triggers when an order has been created.
- Order Paid — Triggers when a payment has been received.
- Order Scheduled — Triggers when an order has been scheduled.
- Order Signed — Triggers when an agreement has been signed.
Actions (7)
Things Salesflare can make it do
- Complete Task — Complete a Task
- Create Agent — Creates a new agent
- Create Calendar Event — Creates a new calendar event
- Create Client — Creates a new client
- Create Order — Creates a new order
Show 2 more actions
- Create Task — Creates a new task
- Update Calendar Event — Updates a Calendar Event
Searches (2)
Look up existing records
- Find Agent — Search for agents by ID, email, phone, or name.
- Find Client — Search for clients by ID, email, phone, or name.
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