What you can automate

When new Client in Repzo, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Form Entry in Repzo, find or create contact in Salesflare.

When new Invoice/Return in Repzo, create opportunity, then find or create contact in Salesflare.

When new Sales Order in Repzo, create opportunity, then find or create contact in Salesflare.

When new Work Order in Repzo, create opportunity, then find or create contact in Salesflare.

About Repzo

A Complete Sales / Field Force Automation Platform for managing Sales, Marketing and Service Providers which provides you with real time coverage analytics

Repzo operations on Zapier

Triggers (11)

Start a workflow when this happens

New Client — Triggers when you create a new client, Creating clients in Bulk will not fire this hook.
New Form Entry — Triggers when a new form entry is created.
New Invoice/Return — Triggers when a new Invoice/Return is created.
New Retail Execution — Triggers when a new retail execution entry is created.
New Sales Order — Triggers when a new sales order is created.

Show 6 more triggers

New Visit End — Triggers when a new visit ends.
New Visit Start — Triggers when a new visit starts.
New Work Order — Triggers when a new Work order is created.
New Work Request — Triggers when a new Work request is created.
New Workday End — Triggers when a new workday ends.
New Workday Start — Triggers when a new workday starts.

Actions (8)

Things Salesflare can make it do

Create Client — Creates a client
Create Product — Creates a product
Create Work Order — Creates a work order for CMMS module.
Create Work Request — Creates a work request for CMMS module.
Create Workorder Category — Creates a Workorder Category.

Show 3 more actions

Find or Create Client — Finds a Client.
Find or Create Product. — Search for a product.
Find or Create Workorder Category — Finds a workorder category.

Searches (3)

Look up existing records

Search Client — Finds a Client.
Search Product — Search for a product.
Search Workorder Category — Finds a workorder category.

Repzo and Salesflare

How to connect Repzo