Property Inspect and Salesflare
How to connect Property Inspect
- Via Zapier — 51 operations available. Set it up ↗
What you can automate
- When client Created in Property Inspect, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Updated in Property Inspect, find or create account, then find or create contact, then add contact to account in Salesflare.
- When inspection Submitted for Review in Property Inspect, create internal note in Salesflare.
About Property Inspect
Property Inspect is a web and mobile platform for managing and producing property inspections and reports
Property Inspect operations on Zapier
Triggers (18)
Start a workflow when this happens
- Action Report Created — Triggers when a Action Report is created.
- Client Created — Triggers when a client is created.
- Client Deleted — Triggers when a client is deleted.
- Client Updated — Triggers when a client is updated.
- Inspection Cancelled — Triggers when an inspection is cancelled.
Show 13 more triggers
- Inspection Closed — Triggers when an inspection is closed.
- Inspection Completed — Triggers when an inspection is completed.
- Inspection Confirmed — Triggers when an inspection's conduct date is confirmed.
- Inspection Created — Triggers when an inspection is created.
- Inspection Offered to Workstreams Supplier — Triggers when an inspection in the Workstreams network is offered to a supplier.
- Inspection Submitted for Review — Triggers when an inspection is submitted for managerial review.
- Inspection Updated — Triggers when an inspection is updated.
- PDF Generated — Triggers when a PDF is generated.
- Property Created — Triggers when a property is created.
- Property Deleted — Triggers when a property is deleted.
- Property Updated — Triggers when a property is updated.
- Typist Assigned — Triggers when a typist is assigned to an inspection.
- Typist Unassigned — Triggers when a typist is unassigned from an inspection.
Actions (21)
Things Salesflare can make it do
- Accept Offer — Accepts an offer for an inspection in the Workstreams network.
- Add Message — Adds message to an inspection.
- Add Property Tag — Adds a tag to to a property.
- Cancel Inspection — Cancel an existing inspection
- Create Client — Creates a new client
Show 16 more actions
- Create Inspection — Creates a new inspection
- Create Inspection Contact — Creates a contact for an inspection.
- Create Property — Creates a new property
- Create Property Contact — Creates a contact for a property.
- Create Staff Member — Creates a new staff member
- Create a Clerk — Create a new clerk
- Delete Property Tag — Deletes a tag from a property.
- Find or Create Clerk — Find or create a Clerk
- Find or Create Client — Find or create a Client
- Find or Create a Property — Find or create a property
- Mark Confirmed — Marks inspection's conduct date as confirmed.
- Mark to Be Confirmed — Marks inspection's conduct date as to be confirmed.
- Update Custom Field — Updates custom field on a property.
- Update Inspection Assignee — Updates inspection assignee.
- Update Inspection Date — Updates inspection conduct date.
- Update Internal Notes — Updates inspection internal notes.
Searches (12)
Look up existing records
- Find Action Reports by Inspection — Find action reports by related inspection.
- Find a Client by Email — Find a client by their email address.
- Find a Client by Name — Find a client by their name.
- Find a Property — Find a property by address.
- Find a Staff Member by Email — Find a staff member by their email.
Show 7 more searches
- Find a Staff Member by Name — Find a staff member by their name.
- Find an Inspection Type by Name — Find an inspection type by it's name
- Get Inspection — Gets an inspection.
- Get Inspection Contacts — Get contacts for an inspection id
- Get PDF — Gets a report PDF.
- Get Property — Gets a property.
- Get Property Contacts — Get contacts for a property id
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