Redlist and Salesflare
How to connect Redlist
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When form Submitted in Redlist, find or create contact in Salesflare.
- When new Purchase Order in Redlist, create opportunity, then find or create contact in Salesflare.
- When task Completed in Redlist, create task in Salesflare.
- When new Task in Redlist, create task in Salesflare.
- When work Order Completed in Redlist, create opportunity, then find or create contact in Salesflare.
- When new Work Order in Redlist, create opportunity, then find or create contact in Salesflare.
About Redlist
Redlist is a lubrication management platform used for enterprise asset management, operator based care, and digital form transformation.
Redlist operations on Zapier
Triggers (9)
Start a workflow when this happens
- Form Submitted — Triggers when a form (inspection, checklist, incident report, etc.) is submitted.
- New Employee — Triggers when an employee is added.
- New Purchase Order — Triggers when a purchase order is created.
- New Task — Triggers when a task is created.
- New Work Order — Triggers when a work order is created.
Show 4 more triggers
- Purchase Order Sent — Triggers when a purchase order is sent to a vendor.
- Task Completed — Triggers when a task is completed.
- Work Order Cancelled — Triggers when a work order is cancelled.
- Work Order Completed — Triggers when a work order is completed.
Actions (5)
Things Salesflare can make it do
- Complete Work Order — Marks a work order as completed.
- Create Asset — Creates an asset (equipment record).
- Create Employee — Adds an employee.
- Create Task — Creates a task, optionally on a work order or asset.
- Create Work Order — Creates a work order on a board.
Searches (4)
Look up existing records
- Find Asset — Finds an asset by its Unit ID.
- Find Employee — Finds an employee by email address.
- Find Work Order — Finds a work order by its number (the Display ID shown on the work order).
- Find Work Order by External ID — Finds a work order by the External ID your system assigned it.
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