Shipzy India and Salesflare

How to connect Shipzy India

What you can automate

  • When new Purchase Order in Shipzy India, create opportunity, then find or create contact in Salesflare.
  • When new Commercial Invoice in Shipzy India, create opportunity, then find or create contact in Salesflare.
  • When new Customer in Shipzy India, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Proforma Invoice in Shipzy India, create opportunity, then find or create contact in Salesflare.
  • When new Vendor in Shipzy India, find or create account in Salesflare.
  • When updated Commercial Invoice in Shipzy India, create opportunity, then find or create contact in Salesflare.

About Shipzy India

Shipzy India is a global trade documentation platform that simplifies export and import processes for businesses from buyer PO to eBRC.

Shipzy India operations on Zapier

Triggers (8)

Start a workflow when this happens

  • New Customer — Triggers when a new customer is created.
  • New Commercial Invoice — Triggers when a new commercial invoice is created.
  • New Product — Triggers when a new product is created.
  • New Proforma Invoice — Triggers when a new proforma invoice is created.
  • New Purchase Order — Triggers when an purchase order is created.
Show 3 more triggers
  • New Vendor — Triggers when a new vendor is added.
  • Updated Commercial Invoice — Triggers when a commercial invoice is updated.
  • Updated Proforma Invoice — Triggers when an existing proforma invoice is updated.

Actions (3)

Things Salesflare can make it do

  • Create Customer — Creates a new customer.
  • Create Product — Create a new Product.
  • Create Vendor — Creates a new vendor.

Searches (1)

Look up existing records

  • Find PI — Searches a proforma invoice.

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