mfr - field service management and Salesflare

How to connect mfr - field service management

When new Appointment in mfr - field service management, create meeting, then create call in Salesflare.
When new Customer in mfr - field service management, find or create account, then find or create contact, then add contact to account in Salesflare.

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

Start a workflow when this happens

Job State Change Event — Triggers when a job state changed.
New Appointment — Triggers when a new appointment is created.
New Customer — Triggers when new customer is created.
New Job — Triggers when new job was created.
New Location (Service Location) — Triggers when new location (service location) is available.

Things Salesflare can make it do

Add Tag to Entity (Job) — Adds a tag to an entity like a (job).
Change Job Owner — Changes the current owner of an existing Job in MFR. You can specify the owner by email or internal ID.
Create Appointment — Create an appointment (holiday,Illness,appointment) in mfr.
Create Customer — Creates a customer with a unique customer id in mfr.
Create Customer Single Person — Creates a customer of type single person along with location and with a unique customer id in mfr.

Show 11 more actions

Create Follow-Up Job — Creates a follow-up Job in mfr based on an existing service request. Allows cloning various aspects of the original job and scheduling appointments.
Create Invoice Draft — Creates a new Invoice draft in mfr either from an existing Offer or a Job.
Create ItemType — Create an itemtype (material, service, equipment) in mfr.
Create Job — Creates a new Job in mfr. Jobs always have a job description and can be created from a job template.
Create Location (Service Location) — Create a location (service location) with a contact. This is an important job information for the technician.
Create Time Event — Create a time event (working, driving, vacation, illness, etc.) in MFR.
Generate Report — Generates new Report for a job id. Please provide a job id and a report definition code.
Remove Tag From Entity (Job) — Removes a tag from an entity like a (job).
Update Job — Updates an existing Job in MFR. You can update the name, description, state, current owner, and target time.
Upload Document — Uploads a document.
Upload Purchase Invoice — Uploads a purchase invoice (additional cost item) to MFR.

Look up existing records

Find Best Technician — Find the best available technician for a service request based on location, availability, qualifications, and workload.
Find Company (Customer) — Find a Company
Find ItemType — Finds an itemtype by id or by name.
Find Job — Find a job in the mfr account by its job id.
Find Location (Service Location) — Find a Location

Show 2 more searches

Start a workflow when this happens

Things Salesflare can make it do

Add tags to Service Request — Add a tag to a service request.
Create Follow-up Service Request — Create a follow-up Job from an existing Service Request. Optionally, clone artifacts, assign products, and create & assign an appointment to a technician.
Create Time Event — Create a time entry (Working, Driving, Vacation, Pause, etc.) for a user, optionally linked to a Service Request and/or Appointment.
Create a Company — Create a Company.
Create a Service Object — Create a Service Object.

Show 13 more actions

Create a Service Request — Creates a Service Request.
Create an Appointment — Create a Appointment.
Create an Item Type — Create an Item Type.
Delete a Service Request — Deletes the service request with the given id.
Find Best Technician — Find the best available technician for a given Service Request and (optionally) filter by radius, excluded IDs, etc.
Generate Report — Generate Report from Report Definition.
Get a Company — Get a specific Company by ID.
Get a Service Object — Get a Service Object by ID.
Get a Service Request — Get a Service Request by ID.
Make an API Call — Performs an arbitrary authorized API call.
Remove Tag From Service Request — Remove a tag from service request.
Update Service Request — Creates a Service Request.
Upload Document — Upload a Document.

Look up existing records

Get an Item Type — Get an Item Type by ID or by Name using REST api.
List Companies — Get all Companies.
List Item Types — Get all item types.
List Service Objects — Get all Service Objects.
List Service Requests — Get a list of all service requests, with Service Objects and Products, Steps, Reports, Appointments and Items expanded.