SoMerch and Salesflare

How to connect SoMerch

When new Order in SoMerch, create opportunity, then find or create contact in Salesflare.
When new Quote Request in SoMerch, create opportunity in Salesflare.
When order Status Changed in SoMerch, create opportunity, then find or create contact in Salesflare.

SoMerch is a corporate merchandise platform for planning, ordering, storing, and distributing branded merch across Europe.

Start a workflow when this happens

New Order — Triggers when a new order or request is created in SoMerch.
New Quote Request — Triggers when a new quote request is submitted for your organization.
New Shipment — Triggers when a shipment is attached to one of your orders.
Order Status Changed — Triggers when the status of an order changes in SoMerch.
Shipment Updated — Triggers when shipment details, tracking, quantities or recipients change.

Things Salesflare can make it do

Create Merch Plan — Builds up to three merch option tiers from a goal, quantity and optional budget and deadline. Creates no order and commits to no price.
Submit Quote Request — Submits a quote request to the SoMerch team. Idempotent per plan, option and email, so Zapier retries never create duplicates.

Look up existing records

Find Order — Fetches one of your SoMerch orders by ID, including status and target date.
Find Product Details — Fetches one SoMerch product with its description, colour variants and volume price ladder.
Find Products — Searches the SoMerch catalogue. Pass a quantity to get the applicable volume price tier.

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