Upvoit and Salesflare
How to connect Upvoit
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When new Client in Upvoit, find or create account, then find or create contact, then add contact to account in Salesflare.
About Upvoit
Upvoit is a workflow automation tool that helps businesses streamline job creation and document management.
Upvoit operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Job — Triggers when a new job is created.
- Update Job — Triggers when a job is updated.
Actions (1)
Things Salesflare can make it do
- Add/Update Client — Creates a new client profile with details such as name, email, phone number, and address. The client can later be linked to jobs, quotes, and invoices.
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