Transporters.io and Salesflare

How to connect Transporters.io

When new Order in Transporters.io, create opportunity, then find or create contact in Salesflare.
When new Invoice in Transporters.io, create opportunity, then find or create contact in Salesflare.
When order Changed Status in Transporters.io, create opportunity, then find or create contact in Salesflare.
When new or Updated Customer in Transporters.io, find or create account, then find or create contact, then add contact to account in Salesflare.
When new or Updated Driver/Supplier in Transporters.io, find or create account in Salesflare.
When updated Invoice in Transporters.io, create opportunity, then find or create contact in Salesflare.

Transporters.io is a booking and business management solution for private hire transport operators.

Start a workflow when this happens

New Invoice — Triggers when a new invoice is created.
New Order — Triggers when a new order is created.
New or Updated Customer — Triggers when a new customer is created or when an existing customer is updated.
New or Updated Driver/Supplier — Triggers when a new driver (or Supplier for enterprise users) is created or when an existing one is updated.
Order Changed Status — Triggers when an existing order changes status. Only triggers newly selected order status.

Show 2 more triggers

Updated Invoice — Triggers when a new invoice is created or when an existing invoice is updated. Only triggers for the selected invoice status.
Updated Order — Triggers when a new order is created or when an existing order is updated. Only triggers for the selected order status.

Things Salesflare can make it do

Change Order Status — Change status of an existing order.
Create/Update Customer — Creates a new customer or updates the existing record if the email already exists.