Simplicate and Salesflare

Project Management simplicate.nl ↗

How to connect Simplicate

Via Zapier — 36 operations available. Set it up ↗
Via Make — 0 modules available. Set it up ↗

What you can automate

When invoices Paid in Simplicate, create opportunity, then find or create contact in Salesflare.
When new Companies in Simplicate, find or create account in Salesflare.
When new Contacts in Simplicate, find or create contact in Salesflare.
When new Sales in Simplicate, create opportunity, then find or create contact in Salesflare.
When new Timeline Notes in Simplicate, create internal note in Salesflare.
When new or Updated Companies in Simplicate, find or create account in Salesflare.

About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

Simplicate operations on Zapier

Triggers (19)

Start a workflow when this happens

Invoices Paid — Triggers when invoices are paid.
Invoices Sent — Triggers when an invoice is sent.
New Companies — Triggers when new companies are created.
New Contacts — Triggers when new contacts are created.
New Employees — Triggers when new employees are created.

Show 14 more triggers

New Hours — Triggers when new hours are created.
New Projects — Triggers when new projects are created.
New Sales — Triggers when new sales are created.
New Services — Triggers when new services are created.
New Timeline Notes — Triggers when new timeline notes are created.
New or Updated Companies — Triggers when companies are created or updated.
New or Updated Contacts — Triggers when contacts created or are updated.
New or Updated Employees — Triggers when employees are created or updated.
New or Updated Projects — Triggers when projects are created or updated.
New or Updated Sales — Triggers when sales are created or updated.
Quotes Sent — Triggers when quotes are sent in a sales process.
Sales Accepted — Triggers when sales processes are accepted.
Updated Hours — Triggers when hours or updated.
Updated Services — Triggers when services or updated.

Actions (11)

Things Salesflare can make it do

Create (Fixed Fee) Sales Service — Creates an new Sales Service.
Create (Fixed Fee) Service — Create a Fix Fee Service
Create Company — Creates a Company
Create Contact — Creates a Contact
Create Project — Creates a Project

Show 6 more actions

Create Sales — Creates an Open Sales
Create Timeline Note — Creates a new timeline note
Update Company — Updates a Company
Update Contact — Updates a Contact
Update Project — Updates a Project
Update Sales — Updates a Sales

Searches (6)

Look up existing records

Find Company by ID — Finds a Company by ID
Find Company by Name — Finds a Company by Name
Find Contact by Email — Finds a Contact by Email
Find Contact by ID — Finds a Contact by ID
Find Project by ID — Finds a Project by ID

Show 1 more searches

Find Sales by ID — Finds a Sales by ID

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