Trussi and Salesflare

How to connect Trussi

When new Comment in Trussi, create internal note in Salesflare.
When new Customer in Trussi, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Lead in Trussi, find or create contact in Salesflare.
When updated Customer in Trussi, find or create account, then find or create contact, then add contact to account in Salesflare.
When updated Lead in Trussi, find or create contact in Salesflare.

Trussi is a CRM for roofing and restoration contractors that tracks leads, jobs, appointments and customer messages in one place.

Start a workflow when this happens

New Comment — Triggers when a comment is added to a project.
New Customer — Triggers when a new customer is created.
New Lead — Triggers when a new lead or project is created.
New Project File — Triggers when a photo or document is added to a project - from the CRM, the sales app or the API. Fires once per file and returns the project with the file named.
New or Updated Appointment — Triggers when an appointment is booked on a project or an existing one changes.

Show 7 more triggers

Quote Sent — Triggers when a quote is sent to the customer, for signature or as a PDF by email. Returns the project the quote belongs to.
Quote Signed — Triggers when the customer signs a quote. Needs the DocuSign integration in Trussi. Returns the project the quote belongs to.
Quote Viewed — Triggers when the customer first opens a quote sent for signature. Needs the DocuSign integration in Trussi. Returns the project the quote belongs to.
Updated Customer — Triggers when a customer record changes.
Updated Lead — Triggers when a lead or project changes — stage, assignee, dates or totals. Note that creating a project also fires this event.
Updated Supplement — Triggers when a supplement is saved, including a status change such as approval.
Updated Worksheet — Triggers when a worksheet is saved - including a status change such as approval - or deleted.

Things Salesflare can make it do

Create Appointment — Adds an appointment to an existing lead or project.
Create Lead — Creates a new lead, optionally with an appointment.
Find or Create Customer — Finds a customer by email or phone, and creates a lead when there is no match.
Upload File to Project — Adds a photo, video or document to a lead or project.
Upload Measurement Report — Adds a PDF measurement report, such as a Roofr report, to a project's Dimensions tab and reads it.

Look up existing records

Find Appointment — Finds a project's appointments - the most recently booked, or the next one coming up.
Find Customer — Finds a customer by ID, email address, phone number or property address.
Find Project — Finds a lead or project by its ID or property address, or a customer's most recent project.
Find Worksheet — Finds a project's worksheets, most recently created first.

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