What you can automate

When appointment Completed in Skedit, create meeting, then create call in Salesflare.

When new Client in Skedit, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Quote in Skedit, create opportunity in Salesflare.

When new Invoice in Skedit, create opportunity, then find or create contact in Salesflare.

When invoice Updated in Skedit, find or create contact in Salesflare.

When new Lead in Skedit, find or create contact in Salesflare.

About Skedit

Skedit is a field service app for pool and spa companies to automate customers, jobs, appointments, and invoices.

Skedit operations on Zapier

Triggers (29)

Start a workflow when this happens

Add Note to Lead — Triggers when a note is added to a lead.
Appointment Cancelled — Triggers when an appointment is cancelled.
Appointment Completed — Triggers when an appointment is completed.
Appointment Not Finished — Triggers when an appointment is marked not finished.
Appointment Quote Needed — Triggers when an appointment needs a quote.

Show 24 more triggers

Appointment Scheduled — Triggers when an appointment is scheduled.
Appointment Unscheduled — Triggers when an appointment is unscheduled.
Appointment Updated — Triggers when an appointment is updated.
Appointment at Jobsite — Triggers when an appointment is marked at the jobsite.
Appointment in Transit — Triggers when an appointment is marked in transit.
Appt Status Change — Triggers when an appointment status changes.
Client Update — Triggers when a customer is updated.
Invoice Sent — Triggers when an invoice is sent.
Invoice Updated — Triggers when an invoice is updated.
Job Updated — Triggers when a job is updated.
Lead Column Status Change — Triggers when a sales pipeline card moves columns.
New Client — Triggers when a customer is created.
New Invoice — Triggers when an invoice is created.
New Job Completed — Triggers when a job is completed.
New Job Created — Triggers when a job is created.
New Lead — Triggers when a lead is created.
New Quote — Triggers when a quote is created.
New Text Chat — Triggers when a text chat conversation is started.
Payment Created — Triggers when a payment is created.
Payment Updated — Triggers when a payment is updated.
Quote Approved — Triggers when a quote is accepted.
Quote Opened — Triggers when a quote is opened or viewed.
Quote Sent — Triggers when a quote is emailed.
Quote Updated — Triggers when a quote is updated.

Actions (6)

Things Salesflare can make it do

Add Note — Adds a note to a customer or job.
Create Appointment — Creates an appointment.
Create Customer — Creates a customer.
Create Job — Creates a job.
Update Appointment Status — Updates an appointment status.

Show 1 more actions

Update Customer — Updates an existing customer.

Skedit and Salesflare

How to connect Skedit

What you can automate

About Skedit

Skedit operations on Zapier

Triggers (29)

Actions (6)

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