JobTread and Salesflare

How to connect JobTread

When comment Created in JobTread, create internal note in Salesflare.
When comment Updated in JobTread, create internal note in Salesflare.
When customer Contact Created in JobTread, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Contact Updated in JobTread, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Created in JobTread, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Updated in JobTread, find or create account, then find or create contact, then add contact to account in Salesflare.

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Start a workflow when this happens

Comment Created — Triggers when a comment is created.
Comment Updated — Triggers when a comment is updated.
Customer Contact Created — Triggers when a contact is created for a customer.
Customer Contact Updated — Triggers when a contact is updated for a customer.
Customer Created — Triggers when a customer is created.

Show 16 more triggers

Things Salesflare can make it do

Assign Access — Give a user direct access to a JobTread record.
Code — Advanced users only. Run JobTread queries with custom JavaScript. Can handle multiple async calls. Return desired output as an object.
Create Comment — Create a comment on a JobTread item.
Create Customer — Create a new customer including optional contacts, locations, and jobs.
Create Customer Contact — Create a new contact for a customer.

Show 14 more actions

Create Daily Log — Create a new Daily Log.
Create Job — Create a new job.
Create Location — Create a new location.
Create Task — Create a new task.
Create Vendor — Create a new vendor including optional contacts, locations, and jobs.
Create Vendor Contact — Create a new contact for a vendor.
Import Task Template — Import a task template to a JobTread item.
Query API — Advanced users only. Run a custom API query.
Update Customer — Update an existing customer.
Update Job — Update an existing job.
Update Location — Update an existing location.
Update Task — Update an existing task.
Update Vendor — Update an existing vendor.
Upload Files — Upload files to a JobTread item.