Smithworks and Salesflare

How to connect Smithworks

When new Booking Request in Smithworks, create meeting, then create call in Salesflare.
When new Customer in Smithworks, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Quote in Smithworks, create opportunity in Salesflare.
When payment Received in Smithworks, create opportunity, then find or create contact in Salesflare.
When quote Booked in Smithworks, create opportunity in Salesflare.

Smithworks is a locksmith app for quoting, scheduling, invoicing and taking payments from your phone.

Start a workflow when this happens

Invoice Issued — Triggers when an invoice is issued and gets its number.
Job Cancelled — Triggers when a job is cancelled or a booking request is declined.
Job Completed — Triggers when a job is marked complete.
Job Scheduled — Triggers when a job is booked or accepted, or moved to a new arrival window.
New Booking Request — Triggers when a customer asks for an appointment online, or a Zap creates a booking request.

Show 4 more triggers

New Customer — Triggers when a customer is added to Smithworks.
New Quote — Triggers when a quote is saved in Smithworks.
Payment Received — Triggers when a payment is recorded on an invoice, including card payments.
Quote Booked — Triggers when a quote is booked as a job, after the customer says yes.

Things Salesflare can make it do

Add Note to Job — Adds a note to the end of a job's notes, such as a gate code or a message from the customer.
Create Booking Request — Adds a booking request to accept or decline in Smithworks, like one from your booking page. Use it for leads from forms and ads.
Create Customer — Adds a customer to Smithworks.
Find or Create Customer — Finds a customer by phone or email, or adds them when new.
Update Customer — Changes a customer's details. Fields left blank stay as they are.