Senior Place and Salesflare
How to connect Senior Place
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Client Community Option in Senior Place, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in Senior Place, create opportunity, then find or create contact in Salesflare.
- When updated Invoice in Senior Place, create opportunity, then find or create contact in Salesflare.
About Senior Place
Senior Place is the premiere CRM for senior placement professionals.
Senior Place operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Client Community Option — Triggers when a new client community option is created.
- New Invoice — Triggers when a new invoice is created.
- Updated Invoice — Triggers when invoice record updates.
Actions (3)
Things Salesflare can make it do
- Create Client — Creates a client in Senior Place.
- Create Interaction Note — Creates an interaction note in Senior Place.
- Update Invoice — Updates an invoice in Senior Place.
Searches (1)
Look up existing records
- Find Invoice — Finds an invoice by id, number, or external link
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