MotionOps and Salesflare
How to connect MotionOps
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When appointment Completed in MotionOps, create meeting, then create call in Salesflare.
- When account Created in MotionOps, find or create account in Salesflare.
- When invoice Created in MotionOps, create opportunity, then find or create contact in Salesflare.
- When transaction Created in MotionOps, create opportunity, then find or create contact in Salesflare.
- When account Updated in MotionOps, find or create account in Salesflare.
- When invoice Updated in MotionOps, create opportunity, then find or create contact in Salesflare.
About MotionOps
MotionOps is an all-in-one operating system for service contractors, that enables service contractors to run a more profitable business with less overhead.
MotionOps operations on Zapier
Triggers (7)
Start a workflow when this happens
- Account Created — Triggers when a new account is created.
- Account Updated — Triggers when an existing account is updated.
- Appointment Completed — Triggers when an appointment is completed.
- Invoice Created — Triggers when a new invoice is created.
- Invoice Updated — Triggers when an existing invoice is updated.
Show 2 more triggers
- Transaction Created — Triggers when a new transaction is created.
- Work Order Closed — Triggers when a work order is closed.
Actions (4)
Things Salesflare can make it do
- Add Tag to Account — Adds tag to account.
- Create Account — Create new account on MotionOps.
- Find Or Create Account — Finds an Account in the MotionOps.
- Update Account — Updates an existing account.
Searches (1)
Look up existing records
- Find Account — Finds an Account in the MotionOps.
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