Universell and Salesflare
How to connect Universell
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When updated Invoice in Universell, create opportunity, then find or create contact in Salesflare.
- When new Appointment in Universell, create meeting, then create call in Salesflare.
- When new Customer in Universell, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in Universell, create opportunity, then find or create contact in Salesflare.
- When new Order in Universell, create opportunity, then find or create contact in Salesflare.
About Universell
Universell is a unified commerce platform to manage customers, orders, appointments, inventory, and policies.
Universell operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Appointment — Triggers when a new appointment is scheduled.
- New Customer — Triggers when a new customer is added.
- New Invoice — Triggers when a new invoice is created.
- New Order — Triggers when a new order is created.
- New Product — Triggers when a new product is added.
Show 2 more triggers
- Updated Invoice — Triggers when an existing invoice is updated.
- Updated Product — Triggers when an existing product is updated.
Actions (5)
Things Salesflare can make it do
- Create Appointment — Schedules a new appointment.
- Create Customer — Creates a new customer.
- Create Invoice — Creates a new invoice.
- Create Order — Creates a new order.
- Create Product — Creates a new product.
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