Stora and Salesflare

CRM (Customer Relationship Management) stora.co ↗

How to connect Stora

Via Zapier — 100 operations available. Set it up ↗
Via Make — 7 modules available. Set it up ↗

What you can automate

When new Contact in Stora, find or create contact in Salesflare.
When updated Contact in Stora, find or create contact in Salesflare.
When new Credit Note in Stora, create internal note in Salesflare.
When new Deal in Stora, create opportunity in Salesflare.
When won Deal in Stora, create opportunity in Salesflare.
When new Invoice in Stora, create opportunity, then find or create contact in Salesflare.

About Stora

Stora is an all-in-one self-storage management software that automates bookings, payments, and facility operations for storage businesses.

Stora operations on Zapier

Triggers (56)

Start a workflow when this happens

Abandoned Order — Triggers when an order is abandoned.
Auto-Reserved Tenancy — Triggers when all units are automatically reserved for a tenancy.
Available Unit — Triggers when a unit becomes available.
Cancelled Identity Verification — Triggers when an identity verification is cancelled.
Cancelled Subscription — Triggers when a subscription is cancelled.

Show 51 more triggers

Changed Deal Stage — Triggers when a deal moves to a different stage.
Churned Contact — Triggers when a contact is churned.
Completed Order — Triggers when an order is completed.
Completed Task — Triggers when a task is completed.
Converted Contact — Triggers when a contact is converted.
Deallocated Unit — Triggers when a unit is deallocated.
Ended Subscription — Triggers when a subscription is ended.
Failed Identity Verification — Triggers when an identity verification fails.
Failed Invoice Payment — Triggers when an invoice payment fails.
Failed Tenancy Auto-Reservation — Triggers when automatic unit reservation for a tenancy fails.
Finalized Invoice — Triggers when an invoice is finalized.
Finalized Order — Triggers when an order is finalized (ready for payment).
Lost Deal — Triggers when a deal is lost.
New Contact — Triggers when a new contact is created.
New Contract — Triggers when a new contract is created.
New Credit Note — Triggers when a new credit note is created.
New Deal — Triggers when a new deal is created.
New Invoice — Triggers when a new invoice is created.
New Note — Triggers when a new note is created.
New Order — Triggers when a new order is created.
New Subscription — Triggers when a new subscription is created.
New Task — Triggers when a new task is created.
New Tenancy — Triggers when a new tenancy is created.
New Unit — Triggers when a new unit is created.
New Unit Type — Triggers when a new unit type is created.
Occupied Unit — Triggers when a unit becomes occupied.
Overdue Invoice — Triggers when an invoice becomes overdue.
Overlocked Unit — Triggers when a unit is overlocked.
Paid Invoice — Triggers when an invoice is paid.
Partially Auto-Reserved Tenancy — Triggers when some units are automatically reserved for a tenancy.
Processing Identity Verification — Triggers when an identity verification starts processing.
Reopened Deal — Triggers when a deal is reopened.
Reopened Task — Triggers when a completed task is reopened.
Repossessed Unit — Triggers when a unit is repossessed.
Reserved Unit — Triggers when a unit is reserved.
Resumed Subscription — Triggers when a subscription is resumed.
Signed Contract — Triggers when a contract is signed.
Started Subscription — Triggers when a subscription is started.
Started Tenancy — Triggers when a tenancy starts.
Succeeded Identity Verification — Triggers when an identity verification succeeds.
Unavailable Unit — Triggers when a unit becomes unavailable.
Uncollectible Invoice — Triggers when an invoice is marked as uncollectible.
Updated Contact — Triggers when a contact is updated.
Updated Credit Note — Triggers when a credit note is updated.
Updated Deal — Triggers when a deal is updated.
Updated Invoice — Triggers when an invoice is updated.
Updated Note — Triggers when a note is updated.
Updated Task — Triggers when a task is updated.
Updated Unit — Triggers when a unit is updated.
Updated Unit Type — Triggers when a unit type is updated.
Won Deal — Triggers when a deal is won.

Actions (26)

Things Salesflare can make it do

Apply Overlock — Overlocks all occupied units for a contact.
Archive Opportunity — Archives an open opportunity.
Complete Task — Marks a task as completed.
Create Contact — Creates a new contact.
Create Deal — Creates a new deal.

Show 21 more actions

Create Note — Creates a new note on a resource.
Create Opportunity — Creates a new opportunity.
Create Task — Creates a new task.
Create Timeline Event — Creates a new timeline event.
Deallocate Unit — Deallocates a unit, removing its current allocation.
Download Credit Note PDF — Downloads a credit note as a PDF file.
Download Invoice PDF — Downloads an invoice as a PDF file.
Find or Create Contact — Finds a contact by email, or creates one if not found.
Grant Access to Unit — Grants access to a unit for a tenancy (move-in).
Lose Deal — Marks a deal as lost with a reason.
Remove Overlock — Removes overlock from all overlocked units for a contact.
Reopen Deal — Reopens a closed deal, optionally reassigning to a staff member and stage.
Reopen Task — Reopens a completed task.
Reserve Unit — Reserves a unit for a tenancy.
Unarchive Opportunity — Restores an archived opportunity.
Update Contact — Updates an existing contact.
Update Deal — Updates an existing deal.
Update Note — Updates an existing note.
Update Opportunity — Updates an existing opportunity.
Update Task — Updates an existing task.
Win Deal — Marks a deal as won.

Searches (18)

Look up existing records

Find Contact — Finds a contact by email, name, phone, or ID.
Find Contract — Finds a contract by ID, contact, contract template, or tenancy.
Find Credit Note — Finds a credit note by ID, contact, site, or invoice.
Find Deal — Finds a deal by ID, contact, site, stage, or assignee.
Find Deal Stage — Finds a deal stage by ID.

Show 13 more searches

Find Identity Verification — Finds an identity verification by ID, contact, or status.
Find Invoice — Finds an invoice by ID, contact, or site.
Find Note — Finds a note by ID or by associated contact, unit, subscription, or task.
Find Opportunity — Finds an opportunity by ID, contact, or site.
Find Order — Finds an order by ID, contact, or site.
Find Site — Finds a site by name or ID.
Find Staff Member — Finds a staff member by name, email, or ID.
Find Subscription — Finds a subscription by ID or contact.
Find Task — Finds a task by ID, linked resource, or assignee.
Find Tenancy — Finds a tenancy by ID.
Find Unit — Finds a unit by ID, reference ID, unit type, or site.
Find Unit Allocation — Finds a unit allocation by ID, contact, tenancy, unit, or site.
Find Unit Type — Finds a unit type by name or ID.