PlanOK GCI and Salesflare
How to connect PlanOK GCI
- Via Zapier — 25 operations available. Set it up ↗
- Via Make — 6 modules available. Set it up ↗
What you can automate
- When new Business in PlanOK GCI, find or create account in Salesflare.
- When new Contact A in PlanOK GCI, find or create contact in Salesflare.
- When new Contact B in PlanOK GCI, find or create contact in Salesflare.
- When new Contact C in PlanOK GCI, find or create contact in Salesflare.
- When new Current Account in PlanOK GCI, find or create account in Salesflare.
- When new Current Account Reservation in PlanOK GCI, find or create account in Salesflare.
About PlanOK GCI
GCI is a real estate CRM to manage the complete sales cycle of real estate projects.
PlanOK GCI operations on Zapier
Triggers (20)
Start a workflow when this happens
- New Business — Triggers when a new business is detected in GCI.
- New Canceled Promises — Triggers when a new canceled promise is detected in GCI.
- New Contact A — Triggers when a new contact is detected to the centralizer.
- New Contact B — Triggers when a new contact with email is detected to the centralizer.
- New Contact C — Triggers when a new contact with name, project and mobile phone is detected to the centralizer.
Show 15 more triggers
- New Current Account — Triggers when a new current account is detected in GCI.
- New Current Account Reservation — Triggers when a new current account reservation is detected in GCI.
- New Payment — Triggers when a new payment is detected in GCI.
- New Payment Entered — Triggers when a new payment entered is detected in GCI.
- New Payment Reconciled — Triggers when a new payment reconciled is detected in GCI.
- New Payment Reversed — Triggers when a new payment reversed is detected in GCI.
- New Project — Triggers when a new proyect is added in GCI.
- New Promise — Triggers when a new promise is detected in GCI.
- New Promise (Deprecated) — Triggers when a new promise is detected in GCI.
- New Quote — Triggers when a new quote is detected in GCI
- New Resciliation — Triggers when a new resciliation is detected in GCI.
- New Reservation — Triggers when a new reservation is detected in GCI.
- New Reservation Canceled — Triggers when a new reservation canceled is detected in GCI.
- New Reservation With Medium — Triggers when a new reservation is detected in GCI.
- New Writing — Triggers when a new writing is detected in GCI.
Actions (2)
Things Salesflare can make it do
- Create Tracking — Create tracking in GCI.
- Update Centralizer — Updated centralizer in GCI.
Searches (3)
Look up existing records
- Obtain Promise Details — Obtain promise details in GCI.
- Obtain Seller by Quote — Obtain seller by Quote in GCI.
- Obtain Seller by RUT — Obtain seller by RUT in GCI.
PlanOK GCI operations on Make
Actions (2)
Things Salesflare can make it do
- Asociar informacion canales de pagos — Asocia informacion de un cliente, forma de pago y cuotas externas de canales de pagos en GCI.
- Llamada API — Llamada API Universal.
Searches (4)
Look up existing records
- Obtener modelo por proyecto — Obtiene los modelos de un proyecto creado en GCI.
- Obtener negocios — Obtiene los negocios creados en GCI.
- Obtener proyectos — Obtiene los proyectos creados en GCI.
- Obtener tipo contactos — Obtiene los tipos de contactos creados en GCI.
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