Spruce and Salesflare

How to connect Spruce

Transform your heat pump business. Streamline your workflow and save days every month with Spruce.

Start a workflow when this happens

Estimate Accepted — Triggers when an estimate is accepted.
Estimate Callback Requested — Triggers when a callback for an estimate is requested.
Estimate Opened — Triggers when an estimate is opened.
Estimate Rejected — Triggers when an estimate is rejected by the customer.
Estimate Sent — Triggers when a new estimate is sent to a customer.

Show 15 more triggers

Handover Pack Downloaded by Installer — Triggers when a handover pack is downloaded by the installer.
Handover Pack Sent — Triggers when a new handover pack is sent to a customer.
Job Created — Triggers when a new Job is created.
Job Owner Changed — Triggers when Job owner is changed.
Job Status Changed — Triggers when Job status is changed.
Proposal Accepted — Triggers when a proposal is accepted.
Proposal Downloaded by Installer — Triggers when a proposal is downloaded by the installer.
Proposal Opened — Triggers when a proposal is opened.
Proposal Sent — Triggers when a new proposal is sent to a customer.
Quote Downloaded by Installer — Triggers when a quote is downloaded by the installer.
Quote Opened — Triggers when a quote is opened.
Quote Sent — Triggers when a new quote is sent to a customer.
Report Downloaded by Installer — Triggers when a report is downloaded by the installer.
Report Opened — Triggers when a report is opened.
Report Sent — Triggers when a new report is sent to a customer.

Run workflows right from your browser. Include the URL & Title of the current page or add fields…

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