moreflow and Salesflare
How to connect moreflow
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new Client in moreflow, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in moreflow, create opportunity, then find or create contact in Salesflare.
- When new Payment in moreflow, create opportunity, then find or create contact in Salesflare.
About moreflow
moreflow is the tool for coaches and service businesses to scale and automate their business.
moreflow operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Contract Sent — Triggers when a new contract is sent to a client.
- New Invoice — Triggers when an invoice is generated.
- New Payment — Triggers when a payment is completed by the client.
- New Signed Contract — Triggers when a contract is signed by the client.
Actions (1)
Things Salesflare can make it do
- Create Client — Action to create a new client
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