Mendato and Salesflare
How to connect Mendato
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When new Credit Note in Mendato, create internal note in Salesflare.
- When new Customer in Mendato, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Estimate in Mendato, create opportunity in Salesflare.
- When new Invoice in Mendato, create opportunity, then find or create contact in Salesflare.
- When new Ticket in Mendato, create task in Salesflare.
- When new Opportunity in Salesflare, create Estimate in Mendato.
About Mendato
Mendato is a cloud-based software for cleaning companies that manages staff, shifts, time tracking, and accounting on one intuitive platform.
Mendato operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Credit Note — Triggers when a new credit note is created.
- New Customer — Triggers when a new customer is created.
- New Employee — Triggers when a new employee is created.
- New Estimate — Triggers when a new estimate is created.
- New Invoice — Triggers when a new invoice is created.
Show 4 more triggers
- New Object — Triggers when a new object is created.
- New Subcontractor — Triggers when a new subcontractor is created.
- New Ticket — Triggers when a new ticket is created.
- Operation Executor Missing Check-In — Triggers when an operation executor is missing a check-in.
Actions (7)
Things Salesflare can make it do
- Create Credit Note — Creates a new credit note
- Create Customer — Creates a new customer
- Create Estimate — Creates a new estimate
- Create Invoice — Creates a new invoice
- Create Subcontractor — Creates a new subcontractor
Show 2 more actions
- Find Subcontractor — Finds a subcontractor
- Find or Create Customer — Finds a customer
Searches (1)
Look up existing records
- Find Customer — Finds a customer
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