Poologics and Salesflare
How to connect Poologics
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Contact in Poologics, find or create contact in Salesflare.
- When new Opportunity in Poologics, create opportunity in Salesflare.
- When new Warranty Claim Task in Poologics, create task in Salesflare.
- When new Opportunity in Salesflare, create Opportunity in Poologics.
About Poologics
Poologics is a comprehensive project and business management software platform built specifically for pool professionals.
Poologics operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created in Poologics.
- New Opportunity — Triggers when a new opportunity is created in Poologics.
- New Warranty Claim Task — Triggers as soon as a new warranty claim task is created in Poologics. Sends task details, project info, primary contact, and subcontractor information.
- Opportunity Change — Triggers when an opportunity stage is changed in Poologics.
- Opportunity Update — Triggers when an opportunity changed in Poologics.
Show 1 more triggers
- Project Complete — Triggers when a project is marked as complete (closed) in Poologics. Sends project name, primary contact details, job site address, and warranty coverage information with linked vendor products.
Actions (6)
Things Salesflare can make it do
- Change Opportunity Stage — Changes opportunity stage in Poologics.
- Create Contact — Creates contact in Poologics.
- Create Opportunity — Creates an Opportunity in Poologics
- Find or Create Opportunity — Finds an opportunity in Poologics.
- Log a Note on Opportunity — Creates a log note in the opportunity.
Show 1 more actions
- Update Opportunity — Updates a opportunity in Poologics
Searches (1)
Look up existing records
- Find Opportunity — Finds an opportunity in Poologics.
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