Salesflare Salesflare Integrations

Tempus Tools and Salesflare

Proposal & Invoice Management tempustools.com ↗

How to connect Tempus Tools

What you can automate

  • When new Contact in Tempus Tools, find or create contact in Salesflare.
  • When updated Contact in Tempus Tools, find or create contact in Salesflare.
  • When new Customer in Tempus Tools, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When updated Customer in Tempus Tools, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When quote Created in Tempus Tools, create opportunity in Salesflare.
  • When quote Paid in Tempus Tools, create opportunity in Salesflare.

About Tempus Tools

Tempus Tools is a quoting platform for laser cutting and fabrication shops. Price parts from DXF, DWG, 3D or tube files in minutes, and take orders online 24/7.

Tempus Tools operations on Zapier

Triggers (14)

Start a workflow when this happens

  • New Contact — Triggers when a contact is created.
  • New Customer — Triggers when a customer is created.
  • Quote Cancelled — Triggers when you mark an ordered quote as Cancelled.
  • Quote Created — Triggers when a new quote is created. This includes when a quote is duplicated to create a new one.
  • Quote Invoiced — Triggers when a quote moves to Invoiced.
Show 9 more triggers
  • Quote Issued — Triggers when a quote moves to Issued: when you mark a draft quote as Issued, or when a Web Store customer calculates taxes and shipping at checkout. Emailing or downloading a draft quote doesn't move it to Issued.
  • Quote Lost — Triggers when you mark an issued quote as Lost.
  • Quote Ordered — Triggers when a quote moves to Ordered: when you mark it as Ordered (including 'Mark as paid and ordered'), when you confirm a pending Web Store order, or when your customer pays through Stripe.
  • Quote Paid — Triggers when your customer pays through Stripe, or when you mark a quote as Paid.
  • Quote Pending Confirmation — Triggers when a Web Store customer submits an order and the quote moves to Pending Order Confirmation. Only happens when Web Store payments are off. Confirming the order fires Quote Ordered.
  • Quote Rejected — Triggers when you reject a Web Store order that was pending confirmation.
  • Quote Voided — Triggers when you mark an invoiced quote as Voided.
  • Updated Contact — Triggers when a contact is updated.
  • Updated Customer — Triggers when a customer is updated.

Actions (9)

Things Salesflare can make it do

  • Create Contact — Creates a contact for an existing customer.
  • Create Customer — Creates a customer.
  • Create Quote — Creates a new empty quote.
  • Mark Quote Invoiced — Marks a quote as Invoiced. Quote must be Ordered.
  • Mark Quote Issued — Marks a quote as Issued. Quote must be calculated without any problems before being marked as Issued. This needs to be done in Tempus Tools.
Show 4 more actions
  • Mark Quote Ordered — Marks a quote as Ordered. Quote must be Issued or a Web Store order Pending Order Confirmation.
  • Mark Quote Paid — Marks a quote as Paid, for a payment received outside Stripe. If the quote isn't Ordered yet, this also moves it to Ordered.
  • Update Contact — Updates an existing contact.
  • Update Customer — Updates an existing customer.

Searches (7)

Look up existing records

  • Download Quote Pack — Downloads the quote pack zip for the given Tempus Tools ID (not the quote number). Map the ID from an earlier step, such as a trigger or another action.
  • Find Contact — Finds a contact by their Tempus Tools ID. This ID isn't shown anywhere in Tempus Tools, so map it from an earlier step, such as a trigger or another action.
  • Find Customer — Finds a customer by their Tempus Tools ID. This ID isn't shown anywhere in Tempus Tools, so map it from an earlier step, such as a trigger or another action.
  • Find Quote — Finds a quote by its Tempus Tools ID (not the quote number). Map the ID from an earlier step, such as a trigger or another action.
  • Search Contacts — Search for contacts by their email address. This will return a list of contacts matching the email address given.
Show 2 more searches
  • Search Customers — Search for customers by their name or account code. This includes partial matches and will return a list of customers.
  • Search Quotes — Search for quotes whose name, invoice number, work order number, RFQ number, purchase order number or customer matches what you search for. This will return a list of quotes.

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