What you can automate

When appointment Changed in SuperOffice CRM, create meeting, then create call in Salesflare.

When new Appointment in SuperOffice CRM, create meeting, then create call in Salesflare.

When company Changed in SuperOffice CRM, find or create account in Salesflare.

When new Company in SuperOffice CRM, find or create account in Salesflare.

When contact Changed in SuperOffice CRM, find or create contact in Salesflare.

When new Contact in SuperOffice CRM, find or create contact in Salesflare.

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

SuperOffice CRM operations on Zapier

Start a workflow when this happens

Show 10 more triggers

New Company — Triggers when a new company is created.
New Contact — Triggers when a new contact is created.
New Document — Triggers when a new document is created.
New Project — Triggers when a new project is created.
New Project Member — Triggers when a new project member is added to a project.
New Request — Triggers when a new request is created.
New Sale — Triggers when a new sale is created.
Project Changed — Triggers when an existing project is modified in SuperOffice.
Project Member Changed — Triggers when an existing project member is modified in a project.
Sale Changed — Triggers when a sale is updated.

Things Salesflare can make it do

Show 18 more actions

Create Project Member — Creates a new project member.
Create Request — Creates a new request.
Create Request Message — Creates a new message for an existing request.
Create Request Message Attachment — Creates a new request message attachment.
Create Sale — Creates a new sale.
Find or Create Company — Finds a company based on id, name, number, phone, e-mail, or URL.
Find or Create Contact — Finds a contact based on id, e-mail, phone number, URL, or number.
Find or Create Project — Finds a project based on id, name, or number.
Find or Create Request — Finds a request by id, title, author, or contact.
Find or Create sale — Finds a sale by id, title, or number.
Remove Project Member — Remove a project member.
Update Appointment — Update an existing appointment content.
Update Company — Update an existing company content.
Update Contact — Update an existing contact content.
Update Document Content — Update an existing document content.
Update Project — Update an existing project content.
Update Request — Update an existing request content.
Update Sale — Update an existing sale content.

Look up existing records

Find Company — Finds a company based on id, name, number, phone, e-mail, or URL.
Find Contact — Finds a contact based on id, e-mail, phone number, URL, or number.
Find Project — Finds a project based on id, name, or number.
Find Request — Finds a request by id, title, author, or contact.
Find Sale — Finds a sale by id, title, or number.

SuperOffice CRM and Salesflare