Storeganise and Salesflare
How to connect Storeganise
- Via Zapier — 25 operations available. Set it up ↗
What you can automate
- When new Invoice in Storeganise, create opportunity, then find or create contact in Salesflare.
- When paid Invoice in Storeganise, create opportunity, then find or create contact in Salesflare.
- When updated Invoice in Storeganise, find or create contact in Salesflare.
About Storeganise
Storeganise is a management software for valet and self storage
Storeganise operations on Zapier
Triggers (13)
Start a workflow when this happens
- Invoice Reminder Sent — Triggers when an invoice reminder is sent to a customer.
- Job Unit MoveIn Complete — Triggers when a move-in job is completed.
- Job Unit MoveOut — Triggers when a move-out job occurs.
- New Invoice — Triggers when a new invoice is created.
- New User — Triggers when a user is created.
Show 8 more triggers
- Paid Invoice — Triggers when an invoice is paid.
- Unit Rental Marked as Overdue — Triggers when a unit rental is marked as overdue.
- Unit Rental Overdue Removed — Triggers when Unit rental is unmarked overdue
- Unit Rental Updated — Triggers when Unit rental is updated
- Unit Reserved or Occupied — Triggers when a unit is reserved or occupied.
- Unit Status Update — Triggers when a unit status is changed.
- Updated Invoice — Triggers when an invoice is updated.
- Updated User — Triggers when a user is updated.
Actions (10)
Things Salesflare can make it do
- Add Comment to Invoice History — Add Comment for an invoice
- Add Comment to Unit History — Adds a comment to the unit history.
- Add Comment to User History — Adds a comment to the user's history
- Add Task to Invoice — Creates a new task on invoice
- Add Task to Unit — Create new task on unit
Show 5 more actions
- Add Task to User — Creates a new task on user
- Add a Payment to an Invoice — Adds a payment to an invoice
- Create a User — Creates a new user in the system
- Mark an Invoice as Paid — Marks an invoice as paid
- Update a User — Update a user information
Searches (2)
Look up existing records
- Find Invoice — Find an invoice in Storeganise
- Find Unit Rental Statement — Finds a unit rental statement in Storeganise.
Similar apps
Salesflare The CRM your team will love to use.
Popular Zapier Make
Leadberry B2B lead generation platform
Native Zapier
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Zapier Make
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Make
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Zapier
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Zapier Make
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free