Priority and Salesflare

How to connect Priority

When catch Changed Customer Order Status Webhook in Priority, find or create account, then find or create contact, then add contact to account in Salesflare.
When catch Changed Purchase Order Status Webhook in Priority, create opportunity, then find or create contact in Salesflare.

Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their daily tasks of running the business

Start a workflow when this happens

Catch Changed Customer Order Status Webhook — Catch Customer Orders that their status changed from Priority
Catch Changed Purchase Order Status Webhook — Catch Purchase Orders that their status changed from Priority
Catch Contacts Webhook — Catch Contacts that their status changed from Priority
Get Campaigns — Fetch a list of Campaigns
Get Customers — Fetch a list of customers

Show 3 more triggers

Things Salesflare can make it do

Add Shipping Charges to an Order — After an order is created, update it with shipping charges information
Create Exist Customer Sales Order — This action creates a new sales order in Priority for an exist customer
Create Job Candidate — Create a new Job Candidate
Create New Lead in Priority — Working with Facebook Lead ads, LinkedIn Leads, HubSpot, Unbounce or any other lead generating platform? Link them all to Priority to collect your leads seamlessly. This action allows the creation of a new lead from any source
Create Potential Customer — Create new customer in Priority with the 'potential' status

Show 7 more actions

Create a New Sales Order — This action creates a new sales order (with line item support) in Priority for a walk in customer
Create a Sales Opportunity — Create a new opportunity in Priority with an option of a task based on a known customer number
Find Customer by Email — Having an email address find if it belongs to an existing customer in Priority mostly useful for multistep zaps
Find the Country Name by Two Letter Code — If your source app provides country in a 2 letter code fashion, use this step to convert it to the country name and send to your next step in the ZAP
Link Customer to a Lead — Assign a customer to an existing lead
Update Sales Opportunity Status — Update the status of your sales opportunity in Priority given that you know the opportunity code
Update Sales Order Status — Update the status of the sales order after it's creation