tallerGP and Salesflare

How to connect tallerGP

When new Appointment in tallerGP, create meeting, then create call in Salesflare.
When new Client in tallerGP, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Repair Order in tallerGP, create opportunity, then find or create contact in Salesflare.
When order Status Changed in tallerGP, create opportunity, then find or create contact in Salesflare.
When updated Appointment in tallerGP, create meeting, then create call in Salesflare.

tallerGP is a tool for workshop management.

Start a workflow when this happens

Client Birthay — Triggers when a client’s birthday matches the current date (day and month). This trigger runs automatically once per day and returns all matching clients.
Client RGPD Signed — Triggers when a customer signs the GDPR consent
Delete Appointment — Triggers when a new appointment is deleted.
New Appointment — Triggers when a new appointment is created.
New Bill — Triggers when a new bill is created.