RO App and Salesflare

CRM (Customer Relationship Management) help.roapp.io ↗

How to connect RO App

Via Zapier — 68 operations available. Set it up ↗
Via Make — 44 modules available. Set it up ↗

What you can automate

When new Task in Salesflare, create Task in RO App.

About RO App

RO App is an all-in-one software for business management. Jobs, Sales, Client Comms, Schedule, Mobile Apps for Techs & Bosses, Inventory, Reporting & Analytics.

RO App operations on Zapier

Triggers (28)

Start a workflow when this happens

Ad Campaigns — Triggers when you need Ad Campaigns list.
Booking List — Triggers when Bookings list is needed.
Cash Flow Items — Triggers when you need Cash flow items you can use in the product.
Clients List — Triggers when you need to get The list of clients you can use in the product.
Employees List — Triggers when you need to get The list of Employees you can use in the product.

Show 23 more triggers

Get Assets — Triggers when you need to get the list of Assets.
Get Invoice Statuses — Triggers when a new invoice_statuses is created.
Get Location Resources — Triggers when a new get_location_resources is created.
Get Order Items — Triggers when a new get_order_items is created.
Get Orders — Triggers when you need the list of orders.
Get Payments — Triggers when a new get_payments is created.
Get Prices — Triggers when you need prices from the account.
Get Product Categories — Triggers when you need to get Product Categories from the account.
Get Sales — Triggers when you need to Get sales from account.
Get Service Categories — Triggers when you need to Get Service Categories from the account.
Get Tasks List — Triggers when you need to get tasks list filtered by employees or creation date.
Get Taxes — Triggers when a new get_taxes is created.
Get UOMs (Inits of Measure) — Triggers when you need to Get UOMs (Inits of Measure).
Get_booking_by_id — Triggers when a new get_booking_by_id is created.
Get_booking_items — Triggers when a new get_booking_items is created.
Lead Types — Triggers when you need to get Lead Types you can use in the product.
List of Invoices — Triggers when you nee to get List of invoices.
List of Services — Triggers when you need to get the List of services.
List of the Products — Triggers when you need to get Products list.
Locations — Triggers when you need to get Locations you can use in the product.
New Get_invoice_by_id — Triggers when a new get_invoice_by_id is created.
Order Custom Fields — Triggers when a new order_custom_fields is created.
Order Statuses — Triggers when you need to get Order statuses you can use in the product.

Actions (29)

Things Salesflare can make it do

Add Booking Item — Creates a new booking item, probably with input from previous steps.
Add Invoice Comment — Creates a new comment in the invoice, probably with input from previous steps.
Add Lead Comment — Creates a new lead comment, probably with input from previous steps.
Add Order Comment — Creates a new order comment, with given order_id
Add Task Comment — Creates a new task comment, probably with input from previous steps.

Show 24 more actions

Changing Order Status — Change order status
Create Asset — Use this method to create new Assets
Create Booking — Creates a new booking.
Create Product — Creates a new product.
Create Service — Creates a new service.
Create Task — Create Task for given Employees
Create Update_booking — Creates a new update_booking, probably with input from previous steps.
Create a Client — Create new client
Create a Lead — Create new lead
Create a Payment — Create a new Payment
Create an Order — Create new order
Create an Order Item — Creates a new order item, probably with input from previous steps.
Create an Order or Estimate — Create new order or estimate
Find or Create Asset — The list of assets you can use in the product
Find or Create Booking — Finds bookings based on the given criteria.
Find or Create Client — The list of clients you can use in the product
Find or Create Product — Finds a product give.
Find or Create Service — Finds a service give.
Move Asset — Move asset to different warehouse, probably with input from previous steps.
Update Client — Update_client, probably with input from previous steps.
Update Product — Update a product, probably with input from previous steps.
Update an Order Item — Updates an existing order item, probably with input from previous steps.
Update an Order or Estimate — Update existing order or estimate
Update_booking_item — Updates an existing booking item, probably with input from previous steps.