Paperless Parts and Salesflare

How to connect Paperless Parts

What you can automate

  • When order Created in Paperless Parts, create opportunity, then find or create contact in Salesflare.
  • When new Account in Salesflare, create or Update Account in Paperless Parts.

About Paperless Parts

Paperless Parts is the secure estimating and quoting software for manufacturing that empowers shops to make smarter, faster, more informed decisions. Communicate better, quote faster, win new customers, and increase revenue with Paperless Parts.

Paperless Parts operations on Zapier

Triggers (2)

Start a workflow when this happens

  • Order Created — Triggers when a new order is created.
  • Quote Sent — Triggers when a quote is sent from Paperless Parts.

Actions (3)

Things Salesflare can make it do

  • Create or Update Account — Creates or Updates an Account
  • Create or Update Contact — Creates or Updates a Contact with the same logic as Purchased Components. Emails are used as a unique identifier.
  • Create or Update Purchased Component — Creates a Purchased Component given the OEM Part No and other fields. If the given OEM Part No already exists, then that existing Purchased Component is updated with the specified fields. Note: If you wish to update a Purchased Component's OEM Part Number, you should use the Update Purchased Component (by ID) action instead.

Searches (2)

Look up existing records

  • Get Order Details — Gets details about an order given the order number
  • Get Quote Details — Get details about a quote

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