PocketSuite and Salesflare

How to connect PocketSuite

When booking Completed in PocketSuite, create meeting, then create call in Salesflare.
When booking Created in PocketSuite, create meeting, then create call in Salesflare.
When client Created in PocketSuite, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in PocketSuite, find or create account, then find or create contact, then add contact to account in Salesflare.
When payment Received in PocketSuite, create opportunity, then find or create contact in Salesflare.

PocketSuite is an all-in-one business management app designed to streamline operations for service professionals.

Start a workflow when this happens

Booking Completed — Triggers when a booking is completed.
Booking Created — Triggers when a new booking is created (includes recurring appointment instances).
Client Created — Triggers when a new client is created.
Client Updated — Triggers when an existing client is updated.
Payment Received — Triggers when a payment is received.

Show 2 more triggers

Things Salesflare can make it do

Add Client Note — Add a note to an existing client in PocketSuite.
Create Client — Creates a new client in PocketSuite.
Update Client — Updates an existing client in PocketSuite. Provide either email or phone to identify the client. Only provided fields will be updated.