Salesflare Salesflare Integrations

RO App and Salesflare

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

How to connect RO App

What you can automate

  • When new Task in Salesflare, add Task Comment 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.

Searches (11)

Look up existing records

  • Find Bookings — Finds bookings based on the given criteria.
  • Find Product — Finds a product give.
  • Find Service — Finds a service give.
  • Find an Invoice — Finds an invoice
  • Get Client by ID — Get a Client by ID.
Show 6 more searches
  • Get Order by Id — Finds an order based on id.
  • Get Product by Id — Finds a product based on id.
  • Get Task — get the Task By it's Id
  • Search Task — Search For Task by params
  • Search for Assets — The list of assets you can use in the product
  • Search for Clients — The list of clients you can use in the product

RO App operations on Make

Actions (22)

Things Salesflare can make it do

  • Add an Item to Estimate or Order — Add an Item to Estimate or Order
  • Create Task — Create the Task
  • Create a Asset — Creates an asset
  • Create a Client — Creates a Client Entity
  • Create a Lead Comment — Create a Lead Comment
Show 17 more actions
  • Create a Lead Entity — Creates a lead entity
  • Create a Order — Create an Order
  • Create a Payment Record — Create a Payment
  • Create a Posting — Create a Posting
  • Create a Product — Create a Product
  • Create an Estimate or Order — Create an Estimate or Order
  • Create an Invoice Comment — Create an Invoice Comment
  • Create an Order Comment — Create an Order Comment
  • Make an API Call — universal module for handcrafted calls
  • Update Lead Entity — Updates lead entity
  • Update Order Status — Update Order Status
  • Update Task — Update the Task
  • Update a Product — Update a Product
  • Update an Estimate or Order — Update an Estimate or Order
  • Update an Item in Estimate or Order — Update an Item in Estimate or Order
  • Update the Asset — Update the Asset
  • Update the Client — Update the Client

Searches (22)

Look up existing records

  • Search Asset By Id — Get asset by id
  • Search Assets — Search Assets by parameters
  • Search Cashbox Transactions — Search Cashbox Transations
  • Search Client By Id — Get client by id
  • Search Clients — Lists clients by parameters
Show 17 more searches
  • Search Employees — Search employees by parameters
  • Search Invoice By Id — Search Invoice by id
  • Search Invoices — Search Invoices by parameters
  • Search Leads — Search leads by parameters
  • Search Locations — Search Locations by parameters
  • Search Order By Id — Search Order by id
  • Search Order Custom Fields — Search Order Custom Fields by parameters
  • Search Order Statuses — Search Order Statusest by parameters
  • Search Order Types — Search Order Types by parameters
  • Search Orders — Search Orders by parameters
  • Search Product By Id — Search Product by Id
  • Search Products — Search Products by parameters
  • Search Sales — Search Sales by parameters
  • Search Service By Id — Search Service by Id
  • Search Services — Search Services by parameters
  • Search Task By Id — Search task by id
  • Search Tasks — Search tasks by parameters

Similar apps

Salesflare

The CRM your team will love to use.

Popular Zapier Make
Leadberry

B2B lead generation platform

Native Zapier
Salesforce
Zapier Make
Pipedrive
Zapier Make
Zapier Forms
Zapier
Zoho CRM
Zapier Make

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free