Surventrix and Salesflare

How to connect Surventrix

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.

Surventrix is an online and mobile based report writing and business management tool for the surveying industry.

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

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