Previsto and Salesflare

Scheduling previsto.com ↗

How to connect Previsto

Via Zapier — 13 operations available. Set it up ↗

What you can automate

When completed Assignment in Previsto, create task in Salesflare.
When created Assignment in Previsto, create task in Salesflare.
When updated Assignment in Previsto, create task in Salesflare.
When created Contact in Previsto, find or create contact in Salesflare.
When updated Contact in Previsto, find or create contact in Salesflare.
When new Task in Salesflare, create Assignment in Previsto.

About Previsto

Previsto is a route planning tool for tasks and service agreements.

Previsto operations on Zapier

Triggers (7)

Start a workflow when this happens

Completed Assignment — Triggers when an assignment is completed.
Created Agreement — Triggers when an agreement is created.
Created Assignment — Triggers when an assignment is created.
Created Contact — Triggers when a contact is created.
Updated Agreement — Triggers when an agreement is updated.

Show 2 more triggers

Updated Assignment — Triggers when an assignment is updated.
Updated Contact — Triggers when a contact is updated.

Actions (6)

Things Salesflare can make it do

Create Agreement — Creates a new agreement.
Create Assignment — Creates a new assignment.
Create Contact — Creates a new contact.
Get Absence Report — Generate absence report (Excel only)
Get Workload Report — Generate workload report (Excel)

Show 1 more actions

Get Workplan Report — Generate workplan report (HTML, PDF, or Excel)

Similar apps

Elegant and simple scheduling tool for businesses.

Popular Zapier Make

Powerful scheduling for modern business.

Meetings made easy.

Scheduling and video meeting platform for sales.

Schedule by Zapier

Acuity Scheduling

Easy online appointment scheduling software.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free