Simplify and Salesflare
How to connect Simplify
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new Tenant's Client in Simplify, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Tenant's Invoice Without GST in Simplify, create opportunity, then find or create contact in Salesflare.
- When new Tenant's Invoice With GST in Simplify, create opportunity, then find or create contact in Salesflare.
About Simplify
Simplify is a service management solution, a seamless end-to-end solution with all the capabilities you need to help your customers.
Simplify operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Product/Service — Triggers when a new Product/Service is created.
- New Tenant's Client — Triggers when a new client is created.
- New Tenant's Invoice With GST — Triggers when a new invoice if with GST is created
- New Tenant's Invoice Without GST — Triggers when a new invoice if without GST is created
Actions (2)
Things Salesflare can make it do
- Update Client — Update a Client
- Update Service Item Template — Update Service Item Template
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