What you can automate

When new Online Booking in SMG Tools, create meeting, then create call in Salesflare.

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

When new Invoice Payment in SMG Tools, create opportunity, then find or create contact in Salesflare.

When new Lead in SMG Tools, find or create contact in Salesflare.

When purchase Order Received in SMG Tools, create opportunity, then find or create contact in Salesflare.

About SMG Tools

SMG Tools is a job management platform for service businesses: clients, jobs, scheduling, proposals, invoices and payments in one place.

SMG Tools operations on Zapier

Start a workflow when this happens

Appointment Cancelled — Triggers when an appointment is cancelled.
Appointment Rescheduled — Triggers when an appointment's date or time changes.
Appointment Scheduled — Triggers when an appointment is scheduled, including an online booking.
Appointment at Risk — Triggers when an appointment's weather forecast puts it at risk.
Call Captured — Triggers when a request is captured on a call.

Show 19 more triggers

Client Replied — Triggers when a client replies on a job.
Equipment Service Due — Triggers when a piece of your own equipment comes due for service.
Invoice Sent — Triggers when an invoice is sent.
Job Status Changed — Triggers when a job's status changes.
New Client — Triggers when a client is created.
New Invoice Payment — Triggers when a payment is received on an invoice, in full or in part.
New Job — Triggers when a job is created.
New Lead — Triggers when a lead comes in.
New Online Booking — Triggers when a customer books an appointment online.
Proposal Accepted — Triggers when a proposal is accepted.
Proposal Sent — Triggers when a proposal is sent.
Purchase Order Emailed — Triggers when an order is emailed to its supplier.
Purchase Order Marked Sent — Triggers when an order placed another way is marked sent.
Purchase Order Received — Triggers when an order comes in, all of it or part.
Stock Count Saved — Triggers when a stock count is saved.
Stock Reorder Point Reached — Triggers when a part falls to its reorder point.
Supplier Bill Ready — Triggers when a supplier's bill is checked and ready.
Unit Service Due — Triggers when a client's unit comes due for service.
Warranty Expiring — Triggers when a warranty is about to expire.

Things Salesflare can make it do

Show 6 more actions

Create Job — Creates a job for a client.
Create Lead — Creates a lead.
Find or Create Client — Finds a client by email or phone, or creates one when none is found.
Update Appointment — Updates an appointment's date, time or details.
Update Client — Updates a client's details.
Update Job — Updates a job's details.

Look up existing records

SMG Tools and Salesflare