Surventrix and Salesflare
How to connect Surventrix
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Lead Created in Surventrix, find or create contact in Salesflare.
- When new Quote Sent in Surventrix, create opportunity in Salesflare.
- When appointment Details Updated in Surventrix, create meeting, then create call in Salesflare.
About Surventrix
Surventrix is an online and mobile based report writing and business management tool for the surveying industry.
Surventrix operations on Zapier
Triggers (7)
Start a workflow when this happens
- Appointment Details Updated — Trigger when a appointment details is updated.
- Instruction Archived — Triggers when a instruction is archived.
- Instruction Paid — Trigger when a instruction is paid
- New Instruction Created — Triggers when a new instruction is created.
- New Lead Created — Trigger when a new lead is created
Show 2 more triggers
- New Quote Sent — Trigger when a new quote is sent.
- Surveyor Assigned — Trigger when a surveyor is assigned.
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