What you can automate

When client Created in Mobile Tech RX, find or create account, then find or create contact, then add contact to account in Salesflare.

When client Created/Updated in Mobile Tech RX, find or create account, then find or create contact, then add contact to account in Salesflare.

When estimate Created in Mobile Tech RX, create opportunity in Salesflare.

When estimate Total Changed in Mobile Tech RX, create opportunity in Salesflare.

When vehicle Added to Estimate in Mobile Tech RX, create opportunity in Salesflare.

When invoice Created in Mobile Tech RX, create opportunity, then find or create contact in Salesflare.

About Mobile Tech RX

Mobile Tech RX is an estimating and invoicing business management software for Auto Reconditioning businesses.

Mobile Tech RX operations on Zapier

Triggers (28)

Start a workflow when this happens

All Estimate Events — Triggers when anything changes on an estimate, including creation.
All Invoice Events — Triggers when anything changes on an invoice, including creation.
All Workorder Events — Triggers when anything changes on a workorder, including creation.
Client Created — Triggers when a client is first created.
Client Created/Updated — Triggers when major changes occur to a client, including creation.

Show 23 more triggers

Client Deleted — Triggers when a client is deleted.
Estimate Closed — Triggers when an estimate is closed.
Estimate Created — Triggers when you assign a client to the document for the first time. Triggers only once per document.
Estimate Deleted — Triggers when an estimate is deleted.
Estimate Re-Opened — Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Estimate Total Changed — Triggers when an estimate total changed.
Invoice Closed — Triggers when an invoice is closed.
Invoice Created — Triggers when an invoice is generated from a workorder or manually. Triggers only once per document number.
Invoice Deleted — Triggers when an invoice is deleted.
Invoice Paid — Triggers when an invoice payment status changes.
Invoice Re-Opened — Triggers when an invoice is re-opened. This would only happen if the invoice was closed.
Invoice Total Changed — Triggers when an invoice total changed.
Vehicle Added to Estimate — Triggers when a vehicle is added to an estimate.
Vehicle Added to Invoice — Triggers when an invoice has a vehicle added.
Vehicle Approved on Estimate — Triggers when a vehicle is approved on an estimate.
Vehicle Rejected on Estimate — Triggers when a vehicle is rejected on an estimate.
Vehicle Removed From Estimate — Triggers when a vehicle is removed from an estimate.
Vehicle Removed From Invoice — Triggers when an invoice has a vehicle removed.
Workorder Assigned — Triggers when a technician or work assignment is changed on the workorder.
Workorder Closed — Triggers when a workorder is closed.
Workorder Created — Triggers when a workorder is generated off an estimate or created manually. Triggers only once per document number.
Workorder Deleted — Triggers when a workorder is deleted.
Workorder Total Changed — Triggers when an workorder total changed.

Actions (1)

Things Salesflare can make it do

Create or Update Client — Creates a new client or updates an existing client in MobileTechRX based on search criteria.

Searches (5)

Look up existing records

Find Client — Search for a client by email, phone, or unique ID. Use "zapier_sample" in any field to test with sample data.
Find Estimate — Search for an estimate by number or unique ID. Use "zapier_sample" in any field to test with sample data.
Find Invoice — Search for an invoice by number or unique ID. Use "zapier_sample" in any field to test with sample data.
Find User — Search for a user by email or unique ID. Use "zapier_sample" in any field to test with sample data.
Find Workorder — Search for a workorder by number or unique ID. Use "zapier_sample" in any field to test with sample data.

Mobile Tech RX and Salesflare

How to connect Mobile Tech RX