Knowify and Salesflare
How to connect Knowify
- Via Zapier — 56 operations available. Set it up ↗
What you can automate
- When new AIA Invoice in Knowify, create opportunity, then find or create contact in Salesflare.
- When new Bill Payment in Knowify, create opportunity, then find or create contact in Salesflare.
- When new Client in Knowify, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in Knowify, create opportunity, then find or create contact in Salesflare.
- When new Invoice Payment in Knowify, create opportunity, then find or create contact in Salesflare.
- When updated Invoice in Knowify, create opportunity, then find or create contact in Salesflare.
About Knowify
Knowify is a job costing and project management platform for contractors.
Knowify operations on Zapier
Triggers (32)
Start a workflow when this happens
- Bill Sent for Approval — Triggers when a bill is sent for approval.
- Change Order Made Active — Triggers when a change order has been made active.
- Contract Job Made Active — Triggers when a contract job has been made active.
- Contract Job Marked as Rejected — Triggers when a contract job has been marked as rejected.
- Contract Out for Signature — Triggers when a contract job has been sent out for signature.
Show 27 more triggers
- Daily Log Created — Triggers when a daily log has been created
- Item Marked Received — Triggers when an item is marked received, returning the request with the specified item marked as received
- Job Closed — Triggers when a contract job has been closed
- Job Custom Workflow Stage Updated — Triggers when a contract job's custom workflow stage has been updated.
- Job Reopened — Triggers when a contract job has been reopened
- New AIA Invoice — Triggers when a new AIA invoice has been added.
- New Allocation — Triggers when a new allocation has been added.
- New Bill — Triggers when a new bill has been added.
- New Bill Payment — Triggers when a new bill payment is added.
- New Client — Triggers when a new client has been added.
- New Contract Job — Triggers when a new contract job has been added.
- New Invoice — Triggers when a new invoice has been added.
- New Invoice Payment — Triggers when a new invoice payment is added.
- New Payment — Triggers when a new payment is added.
- New Product — Triggers when a new trigger has been added.
- New Purchase — Triggers when a new purchase has been added.
- New Service Job — Triggers when a new service job has been added.
- New Task — Triggers when a new task has been added.
- New Vendor — Triggers when a new vendor has been added.
- Phase Scheduled — Triggers when a phase has been scheduled
- Phase Status Changed — Triggers when a phase status is changed
- Service Job Marked Complete — Triggers when a service job has been marked complete.
- Submittal Approved — Triggers when a submittal has been approved.
- Task Marked Complete — Triggers when a task has been marked complete
- Time Entry Approved — Triggers when a time entry has been approved
- Updated Invoice — Triggers when an invoice has been updated.
- Updated Purchase — Triggers when a purchase has been updated.
Actions (13)
Things Salesflare can make it do
- Add Remote Document — Adds a remote document to a project
- Create Active Contract Job — Creates an active contract job with a phase.
- Create Bill — Creates a new bill.
- Create Client — Creates a new client.
- Create Contract Job — Creates a new contract job.
Show 8 more actions
- Create Product — Creates a new product.
- Create Service Asset — Creates a new service asset.
- Create Service Job — Creates a new service job.
- Create Task — Creates a new task.
- Create Vendor — Creates a new vendor.
- Update Phase — Updates a specific phase.
- Update Product — Updates a new product.
- Update Task — Updates an existing task.
Searches (11)
Look up existing records
- Find Client — Finds a client by name.
- Find Job — Finds a job by name.
- Find Phase — Finds a phase by name.
- Find Product — Finds a product by name.
- Find Resource — Finds a resource by name.
Show 6 more searches
- Find Task — Finds a task by description.
- Find User — Finds a user by name.
- Get Client by Id — Gets a client by Id.
- Get Job by Id — Gets a job by Id.
- Get User by Id — Gets a user by Id.
- Get Vendor by Id — Gets a vendor by Id.
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