JGID and Salesflare
How to connect JGID
- Via Zapier — 23 operations available. Set it up ↗
What you can automate
- When cRM: Client Created in JGID, find or create account, then find or create contact, then add contact to account in Salesflare.
- When cRM: Client Updated in JGID, find or create account, then find or create contact, then add contact to account in Salesflare.
- When cRM: Contact Created in JGID, find or create contact in Salesflare.
- When cRM: Contact Updated in JGID, find or create contact in Salesflare.
- When workflow: Quote Created in JGID, create opportunity in Salesflare.
About JGID
JGID – Just Get It Done! is an all-in-one solution for easily managing all aspects of your business from one platform.
JGID operations on Zapier
Triggers (8)
Start a workflow when this happens
- CRM: Client Created — Triggers when a client is created.
- CRM: Client Updated — Triggers when a client is updated.
- CRM: Contact Created — Triggers when a contact is created.
- CRM: Contact Updated — Triggers when a contact is updated.
- CRM: Location Created — Triggers when a location is created.
Show 3 more triggers
- CRM: Location Updated — Triggers when a location is updated.
- Workflow: Job Created — Triggers when a job is created.
- Workflow: Quote Created — Triggers when a quote is created.
Searches (15)
Look up existing records
- CRM: Find Client — Finds a client by ID or related contact.
- CRM: Find Contact — Finds a contact by ID or related client.
- CRM: Find Location — Finds a location by ID or related client.
- CRM: Find Supplier — Finds a supplier by ID or related contact.
- Inventory: Find Consumable — Finds a consumable by ID, name, or category.
Show 10 more searches
- Inventory: Find Instrument — Finds an instrument by ID or inventory details.
- Inventory: Find Material — Finds a material by ID, name, or category.
- Inventory: Find PPE — Finds PPE by ID or category.
- Inventory: Find Service — Finds a service by ID, name, or category.
- Time Tracking: Find Timesheet — Finds timesheets by user, job, or start-date range.
- Workflow: Find Enquiry — Finds an enquiry by ID or workflow details.
- Workflow: Find Invoice — Finds an invoice by ID or workflow details.
- Workflow: Find Job — Finds a job by ID or workflow details.
- Workflow: Find Order — Finds an order by ID, JGID ID, or supplier.
- Workflow: Find Quote — Finds a quote by ID or workflow details.
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