SimplyDepo and Salesflare

How to connect SimplyDepo

What you can automate

  • When new/Updated Customer in SimplyDepo, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Form Submission in SimplyDepo, find or create contact in Salesflare.
  • When new Order in SimplyDepo, create opportunity, then find or create contact in Salesflare.
  • When new/Updated Customer Contact in SimplyDepo, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new/Updated Note in SimplyDepo, create internal note in Salesflare.
  • When new/Updated Order in SimplyDepo, create opportunity, then find or create contact in Salesflare.

About SimplyDepo

SimplyDepo is a B2B order management platform for wholesalers, streamlining order processing, catalog management, and customer tracking for efficient operations

SimplyDepo operations on Zapier

Triggers (11)

Start a workflow when this happens

  • All Form Submissions — Gets a list of completed form submissions.
  • All Orders — Get list of all orders
  • Get Products — Get list of all products.
  • New Form Submission — Triggers when a form is completed and submitted.
  • New Order — Triggers when an order is created.
Show 6 more triggers
  • New/Updated Customer — Triggers when a customer is created/updated.
  • New/Updated Customer Contact — Triggers when a customer contact created/updated
  • New/Updated Note — Triggers when a note is created/updated.
  • New/Updated Order — Triggers when an order is created/updated.
  • New/Updated Product — Triggers when a product is created/updated.
  • New/Updated Task — Triggers when a task is created/updated.

Actions (18)

Things Salesflare can make it do

  • Create Customer — Creates a customer in SimplySepo.
  • Create Customer Contact — Creates a customer contact in the system.
  • Create Fulfillment — Creates a fulfillmet in the system.
  • Create Note — Creates a note in SimplyDepo
  • Create Price List — Creates a price list in the system.
Show 13 more actions
  • Create Product — Creates a product in SimplyDepo
  • Create Task — Creates a task in the system.
  • Find or Create Customer — Finds a customer in SimplyDepo.
  • Find or Create Customer Contact — Finds a customer contact in the system
  • Find or Create Note — Finds a note in the system.
  • Find or Create Price List — Finds a price list in the system.
  • Find or Create Product — Find a product in SimplyDepo.
  • Find or Create Task — Finds a task in the system.
  • Update Customer — Updates a customer in SimplyDepo.
  • Update Customer Contact — Updates a customer contact in the system.
  • Update Note — Updates a note in SimplyDepo
  • Update Product — Updates s product in SimplyDepo
  • Update Task — Updates a task in the system.

Searches (8)

Look up existing records

  • Find Customer — Finds a customer in SimplyDepo.
  • Find Customer Contact — Finds a customer contact in the system
  • Find Form Submission — Finds a completed form submission in SimplyDepo.
  • Find Note — Finds a note in the system.
  • Find Order — Finds a order in the system.
Show 3 more searches
  • Find Price List — Finds a price list in the system.
  • Find Product — Find a product in SimplyDepo.
  • Find Task — Finds a task in the system.

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