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, create opportunity, then find or create contact in Salesflare.
- When new Task in Salesflare, add Task to Invoice in Storeganise.
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.
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