Simplify and Salesflare

How to connect Simplify

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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