Sweven and Salesflare
How to connect Sweven
- Via Zapier — 24 operations available. Set it up ↗
What you can automate
- When new Client in Sweven, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in Sweven, find or create contact in Salesflare.
- When new Note in Sweven, create internal note in Salesflare.
- When new Ticket in Sweven, create task in Salesflare.
- When new Vendor in Sweven, find or create account in Salesflare.
- When new Account in Salesflare, create Vendor in Sweven.
About Sweven
SWEVEN allows businesses to seamlessly connect and collaborate with your team. This multi-platform and cloud-based SaaS solution gives you the power to receive, manage, assign, track, and bill for work (or product) orders of any trade. With SWEVEN in your workflow, you can bring together clients, vendors, and field staff in one place.
Sweven operations on Zapier
Triggers (12)
Start a workflow when this happens
- New Asset — Triggers when new asset is created.
- New Client — Triggers when new client is created.
- New Contact — Triggers when new contact is created.
- New Note — Triggers when new note is created.
- New Product — Triggers when new product is created.
Show 7 more triggers
- New Project — Triggers when new project is created.
- New Site — Triggers when new site is created.
- New Sub Asset — Triggers when new sub asset is created.
- New Sub Project — Triggers when new sub project is created.
- New Ticket — Triggers when new ticket is created.
- New User — Triggers when new user is created.
- New Vendor — Triggers when new vendor is created.
Actions (11)
Things Salesflare can make it do
- Create Asset — Creates a new asset.
- Create Client — Creates a new client.
- Create Contact — Creates a new contact.
- Create Note — Creates a new note.
- Create Product — Creates a new product.
Show 6 more actions
- Create Project — Creates a new project.
- Create Site — Creates a new site.
- Create Sub Asset — Creates a new sub asset.
- Create Sub Project — Creates a new sub project.
- Create Ticket — Creates a new ticket.
- Create Vendor — Creates a new vendor.
Searches (1)
Look up existing records
- Search Ticket — Search for your ticket with ticket code
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