What you can automate

When contact Created or Updated in ProLine, find or create contact in Salesflare.

When organization Created or Updated in ProLine, find or create account in Salesflare.

When invoice Sent or Paid in ProLine, create opportunity, then find or create contact in Salesflare.

When new Account in Salesflare, create or Update Organization in ProLine.

About ProLine

ProLine is a messaging automation platform for contractors.

ProLine operations on Zapier

Start a workflow when this happens

Chargeback Complete — Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Contact Created or Updated — Triggers when a contact in your ProLine account is created or updated.
Event Created or Updated — Triggers when a new event is scheduled or updated.
Invoice Sent or Paid — Triggers when an invoice is sent or fully paid.
New Communication Activity — Triggers when any kind of communication is exchanged between a contact and a ProLine users in your account.

Show 7 more triggers

Order Sent or Accepted — Triggers when an order is sent or accepted.
Organization Created or Updated — Triggers when an organization is created or updated.
Payment Complete — Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Project Created or Updated — Triggers when a project is created or updated.
Quote Sent or Approved — Triggers when a quote is sent or approved.
Refund Complete — Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Zapier Trigger Step Occurs — Triggers when a contact reaches the selected Zapier Trigger Step in a campaign.

Things Salesflare can make it do

Cancel Event — Cancel an event in ProLine.
Create Call Activity — Creates a new call activity for a contact in ProLine.
Create Message Activity — Create a new message activity for a contact in ProLine.
Create Notification Activity — Adds notification activity to a contact/project activity hub.
Create or Update Contact — Creates or updates a contact.

Show 7 more actions

Create or Update Event — Create or update an event in ProLine.
Create or Update Organization — Creates or updates Organization
Create or Update Project — Creates or updates a project.
Find or Create Contact — Finds a contact by phone, email, or address.
Find or Create Org — Find a organization by ID, External ID, Primary Contact ID and Org Stage
Find or Create Project — Find a project by address, main contact, and more.
Upload File to Project — Upload a file to a project in ProLine.

Look up existing records

Check Availability — Check team members' availability.
Find Contact — Finds a contact by phone, email, or address.
Find Event — Find an event based on ID, external ID, or start date.
Find Organization — Find a organization by ID, External ID, Primary Contact ID and Org Stage
Find Project — Find a project by address, main contact, and more.

Show 1 more searches

Find Team Member — Finds a member of your team by their ProLine number, user email, or display name.

ProLine and Salesflare