Joby and Salesflare

How to connect Joby

When invoice Paid in Joby, create opportunity, then find or create contact in Salesflare.
When lead Status Changed in Joby, find or create contact in Salesflare.
When new Appointment in Joby, create meeting, then create call in Salesflare.
When new Client in Joby, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Joby, create opportunity, then find or create contact in Salesflare.
When new Lead in Joby, find or create contact in Salesflare.

Joby is a CRM for home and field service teams to manage leads, clients, appointments, invoices, payments, and follow-ups.

Start a workflow when this happens

Invoice Paid — Triggers when an invoice becomes fully paid in Joby.
Lead Status Changed — Triggers when a lead’s status changes — optionally only to a status you choose.
New Appointment — Triggers when a new appointment is created in Joby.
New Client — Triggers when a new client is created in Joby.
New Invoice — Triggers when a new invoice is created in Joby.