LawnPro and Salesflare

How to connect LawnPro

What you can automate

  • When new Customer in LawnPro, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in LawnPro, create opportunity, then find or create contact in Salesflare.
  • When new Payment in LawnPro, create opportunity, then find or create contact in Salesflare.
  • When new To-Do in LawnPro, create task in Salesflare.
  • When new Opportunity in Salesflare, create Estimate in LawnPro.
  • When new Task in Salesflare, create To-Do in LawnPro.

About LawnPro

Automate business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

LawnPro operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Close Visit — Triggers when a visit is marked complete.
  • Inactive Customer — Triggers when a customer has been inactive for 30, 60 or 90 days.
  • New Customer — Triggers when a new customer is added.
  • New Expense — Triggers when a new expense is added.
  • New Invoice — Triggers when a new invoice is created.
Show 4 more triggers
  • New Payment — Triggers when a payment is received.
  • New Property — Triggers when a new property is added.
  • New To-Do — Triggers when a new to-do is added.
  • Property Not Serviced — Triggers when a property could not be serviced on a visit.

Actions (6)

Things Salesflare can make it do

  • Create Customer — Creates a new customer.
  • Create Estimate — Creates a new estimate with one or more line items.
  • Create Invoice — Creates a new invoice with one or more line items.
  • Create To-Do — Creates a single to-do or a recurring series of to-dos.
  • Update Customer — Updates an existing customer.
Show 1 more actions
  • Update Property — Updates an existing property.

Searches (3)

Look up existing records

  • Find Customer — Find an existing customer by business name, email address, or customer ID.
  • Find Payment — Find an existing payment by its transaction ID.
  • Find Property — Find an existing property by name, property ID, or customer ID.

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