What you can automate

When external Rental Lead's Lease Renewal Status Changed in UpperBee, find or create contact in Salesflare.

When external Rental Lead's Lease Assigned to New Tenant in UpperBee, find or create contact in Salesflare.

When external Rental Lead's Rental Inquiry Completed in UpperBee, find or create contact in Salesflare.

About UpperBee

UpperBee is a powerful suite of accounting and property management software for both large and small buildings.

UpperBee operations on Zapier

Start a workflow when this happens

External Rental Inquiry Approbation Status Changed — Triggers when a rental lead's rental inquiry's approbation status has changed.
External Rental Lead's Lease Assigned to New Tenant — Triggers when the lease of an external rental lead is assigned. Possible value for Status output field is "Assigned".
External Rental Lead's Lease Cancelled — Triggers when the lease of an external rental lead is cancelled. Possible value for Status output field is "Cancelled".
External Rental Lead's Lease Ended — Triggers when the lease of an external rental lead has ended. Possible value for Status output field is "Ended".
External Rental Lead's Lease Renewal Status Changed — Triggers when the status of a lease's renewal changed. The possible values for Status output field are as follows: Accepted, InDispute, Rejected, Canceled or AutoRenewed.

Show 4 more triggers

External Rental Lead's Lease Sent for Signature — Triggers when the lease of an external rental lead is sent for a signature. Possible value for Status output field is "SentForSignature".
External Rental Lead's Lease Signed — Triggers when the lease of an external rental lead is signed. Possible value for Status output field is "Signed".
External Rental Lead's Rental Inquiry Completed — Triggers when a rental lead's rental inquiry is completed.
External Rental Lead's Rental Inquiry Initiated — Triggers when a rental lead with an external Id initiates a rental inquiry (step 1).

Things Salesflare can make it do

Add Document — Creates a document (invoice, credit note) in DocumentReception for a property/company.
Create Rental Lead — Creates a rental lead.

UpperBee and Salesflare