What you can automate

When account Created in Urbanise FM, find or create account in Salesflare.

When account Updated in Urbanise FM, find or create account in Salesflare.

When invoice Status Changed in Urbanise FM, create opportunity, then find or create contact in Salesflare.

When supplier Created in Urbanise FM, find or create account in Salesflare.

When supplier Updated in Urbanise FM, find or create account in Salesflare.

When work Order Attachment Added in Urbanise FM, create opportunity, then find or create contact in Salesflare.

About Urbanise FM

Urbanise offers cloud-based solutions to service the Facilities and Strata Management industries.

Urbanise FM operations on Zapier

Start a workflow when this happens

Show 15 more triggers

Supplier Created — Triggers When A Supplier Has Been Created.
Supplier Updated — Triggers When A Supplier Has Been Updated.
Support Request Created — Triggers When A Support Request Has Been Created.
Support Request Updated — Triggers When A Support Request Has Been Updated.
Work Order Attachment Added — Triggers When A Work Order's Attachment Has Been Added.
Work Order Comment Added — Triggers When A Work Order's Comment Has Been Added.
Work Order Created — Triggers When A Work Order Has Been Created.
Work Order Job Added — Triggers When A Work Order Job Has Been Added.
Work Order Job Assignee Change — Triggers When A Work Order's Job Assignee Changes.
Work Order Job Attachment Added — Triggers When A Work Order's Job Attachment Has Been Added.
Work Order Job Due Date Change — Triggers When A Work Order's Job Due Date Changes.
Work Order Job Next Action Change — Triggers When A Work Order's Job Next Action Changes.
Work Order Job Priority Change — Triggers When A Work Order's Job Priority Changes.
Work Order Job Status Change — Triggers When A Work Order's Job Status Changes.
Work Order Status Changed — Triggers When A Work Order's Status Changes.

Things Salesflare can make it do

Show 13 more actions

Create Supplier — Create Supplier
Create Support Request — Create Support Request
Create Work Order — Creating A Work Order
Create an Account — Create an Account
Create an Account — Create an Account
Get Document by Reference Number — Get Document by Reference Number
Get Job Templates by Type — Get Job Templates by Type
Mark Invoice as Paid — Mark an Invoice as paid, based on an invoice external reference and a payment reference
Mark Job as Cancelled — Mark an Job as cancelled, based on an job reference number
Mark Job as Complete — Mark an Job as Complete, based on an job reference number
Update Property — Update Property
Update Supplier — Update Supplier
Update an Job — Update an Job

Urbanise FM and Salesflare