What you can automate

When new Booking Request Received in OrbisX, create meeting, then create call in Salesflare.

When new Clients in OrbisX, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Clients Hook in OrbisX, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Custom Web Form Submission in OrbisX, find or create contact in Salesflare.

When new Estimate in OrbisX, create opportunity in Salesflare.

When new Estimate Hook in OrbisX, create opportunity in Salesflare.

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

OrbisX operations on Zapier

Triggers (30)

Start a workflow when this happens

Completed Event Hook — Triggers when an event is completed
Deleted Event Hook — Triggers when an event is deleted.
Get POS Items — Triggers when a list of available POS items is required.
Lead Converted to Client — Triggers when a lead is converted to a client
List Invoice Items — Triggers when a list of invoice line items required as a selection.

Show 25 more triggers

New Booking Request Received — Triggers when a new booking request is received
New Clients — Triggers when a new clients are created.
New Clients Hook — Triggers when a new client is created.
New Custom Web Form Submission — Triggers when a new custom website form is submitted
New Estimate — Triggers when a new estimate is created.
New Estimate Hook — Triggers when a new estimate is created.
New Events — Triggers when a new events are created.
New Events Hook — Triggers when a new event is created.
New Expense — Triggers when a new expense is created.
New Expense Hook — Triggers when a new expense is created.
New Invoice — Triggers when a new invoice is created.
New Invoice Hook — Triggers when a new invoice is created
New Invoice Hook Event Completed — Triggers when an event is completed and sends each of the invoices attached to an event.
New Leads — Triggers when a new leads are created.
New Leads Hook — Triggers when a new lead is created.
New Payment — Triggers when a new payment is created.
New Payment Hook — Triggers when a new payment is created.
New Tag Added to Client — Triggers when a tag or label is added to a client
New Tag Added to Event — Triggers when a tag or label is added to an event
New Tag Added to Lead — Triggers when a tag or label is added to a lead
New Tag Removed From Client — Triggers when a tag or label is removed from a client
New Tag Removed From Event — Triggers when a tag or label is removed from an event
New Tag Removed From Lead — Triggers when a tag or label is removed from a lead
Updated Events Hook — Triggers when an event is updated.
Updated Invoice Hook — Triggers when an invoice is updated

Actions (9)

Things Salesflare can make it do

Create Client — Creates a new client.
Create Event — Creates a new event.
Create Expense — Creates a new expense.
Create Journal Entry — Creates a journal entry in the system
Create Lead — Creates a new lead.

Show 4 more actions

Find or Create Client — Finds a Client in OrbisX
Find or Create a Lead — Finds a Lead in OrbisX
Save Client Communication — Saves email or SMS content to a client profile
Update Lead — Updates a new lead

Searches (3)

Look up existing records

Find Client Events — Finds a list of client's events in OrbisX
Find Clients — Finds a Client in OrbisX
Find Leads — Finds a Lead in OrbisX

OrbisX and Salesflare

How to connect OrbisX